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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SDH
901
Sloy Dahl & Holst
Washington
$266K – – –
AG
902
AIA Group
Hong Kong
$266K +$196K +1,125 +251%
GL
903
Graypoint LLC
New York
$265K -$244K -1,404 -47%
MYIA
904
Mount Yale Investment Advisors
Colorado
$265K -$3.82K -22 -1%
KFA
905
Krane Funds Advisors
New York
$262K -$128K -739 -32%
HWA
906
Heritage Wealth Advisors
Virginia
$260K -$174 -1 -0.1%
NQWM
907
Northwest Quadrant Wealth Management
Oregon
$260K +$1.22K +7 +0.5%
APP
908
Avantax Planning Partners
Iowa
$258K – – –
WSC
909
Wellington Shields & Co
New York
$258K – – –
EHAM
910
Eagle Harbor Asset Management
Washington
$257K – – –
AIM
911
Aspen Investment Management
Michigan
$257K – – –
WCM
912
Windsor Capital Management
Arizona
$257K +$348 +2 +0.1%
AIM
913
Anchor Investment Management
South Carolina
$255K – – –
OWP
914
Obermeyer Wealth Partners
Colorado
$254K – – –
TIA
915
Tiemann Investment Advisors
California
$254K – – –
ATFA
916
All Terrain Financial Advisors
Minnesota
$253K – – –
CWM
917
Calamos Wealth Management
Illinois
$253K +$8.34K +48 +3%
ZCA
918
Zeke Capital Advisors
Pennsylvania
$252K – – –
BP
919
BBR Partners
New York
$251K – – –
MA
920
MONECO Advisors
Connecticut
$251K +$258K +1,483 New
GWANC
921
Guardian Wealth Advisors (North Carolina)
North Carolina
$251K +$258K +1,486 New
GLA
922
Good Life Advisors
Pennsylvania
$250K +$19.8K +114 +8%
DOA
923
D'Orazio & Associates
Virginia
$250K +$60.1K +346 +31%
ECM
924
Evergreen Capital Management
Washington
$249K -$8.52K -49 -3%
UAS
925
United Asset Strategies
New York
$249K +$4K +23 +2%
35 36
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38 39