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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
901
Randolph Company
Ohio
$288K – – –
SDH
902
Sloy Dahl & Holst
Washington
$288K – – –
UBV
903
United Bank (Virginia)
Virginia
$287K -$25.2K -147 -9%
BFA
904
Brendel Financial Advisors
New Hampshire
$287K – – –
GW
905
GW & Wade
Massachusetts
$287K +$171 +1 +0.1%
FWM
906
Fairhaven Wealth Management
Illinois
$285K – – –
MA
907
MJP Associates
Connecticut
$284K +$267K +1,557 New
PJSIMP
908
P.J. Schmidt Investment Management (PJS)
Wisconsin
$282K -$601K -3,505 -68%
BFS
909
Bickling Financial Services
Massachusetts
$282K +$514 +3 +0.2%
PCIA
910
Prime Capital Investment Advisors
Kansas
$281K -$9.43K -55 -3%
HWA
911
Heritage Wealth Advisors
Virginia
$281K – – –
NQWM
912
Northwest Quadrant Wealth Management
Oregon
$281K +$265K +1,545 New
ECM
913
Evergreen Capital Management
Washington
$279K -$182K -1,059 -41%
WSC
914
Wellington Shields & Co
New York
$279K – – –
LW
915
Linscomb Wealth
Texas
$279K +$4.97K +29 +2%
EHAM
916
Eagle Harbor Asset Management
Washington
$278K – – –
AIM
917
Aspen Investment Management
Michigan
$278K – – –
APP
918
Avantax Planning Partners
Iowa
$278K +$857 +5 +0.3%
WCM
919
Windsor Capital Management
Arizona
$278K +$18.7K +109 +8%
AIM
920
Anchor Investment Management
South Carolina
$276K – – –
CF
921
Centaurus Financial
California
$275K -$11.7K -68 -4%
BFO
922
Boston Family Office
Massachusetts
$274K -$68.6K -400 -21%
TIA
923
Tiemann Investment Advisors
California
$274K -$24.5K -143 -9%
OWP
924
Obermeyer Wealth Partners
Colorado
$274K – – –
ATFA
925
All Terrain Financial Advisors
Minnesota
$273K – – –
35 36
37
38 39