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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
901
Krane Funds Advisors
New York
$262K -$128K -739 -32%
HWA
902
Heritage Wealth Advisors
Virginia
$260K -$174 -1 -0.1%
NQWM
903
Northwest Quadrant Wealth Management
Oregon
$260K +$1.22K +7 +0.5%
APP
904
Avantax Planning Partners
Iowa
$258K – – –
WSC
905
Wellington Shields & Co
New York
$258K – – –
EHAM
906
Eagle Harbor Asset Management
Washington
$257K – – –
AIM
907
Aspen Investment Management
Michigan
$257K – – –
WCM
908
Windsor Capital Management
Arizona
$257K +$348 +2 +0.1%
AIM
909
Anchor Investment Management
South Carolina
$255K – – –
OWP
910
Obermeyer Wealth Partners
Colorado
$254K – – –
TIA
911
Tiemann Investment Advisors
California
$254K – – –
ATFA
912
All Terrain Financial Advisors
Minnesota
$253K – – –
CWM
913
Calamos Wealth Management
Illinois
$253K +$8.34K +48 +3%
ZCA
914
Zeke Capital Advisors
Pennsylvania
$252K – – –
BP
915
BBR Partners
New York
$251K – – –
MA
916
MONECO Advisors
Connecticut
$251K +$258K +1,483 New
GWANC
917
Guardian Wealth Advisors (North Carolina)
North Carolina
$251K +$258K +1,486 New
GLA
918
Good Life Advisors
Pennsylvania
$250K +$19.8K +114 +8%
DOA
919
D'Orazio & Associates
Virginia
$250K +$60.1K +346 +31%
ECM
920
Evergreen Capital Management
Washington
$249K -$8.52K -49 -3%
UAS
921
United Asset Strategies
New York
$249K +$4K +23 +2%
MSA
922
Marino Stram & Associates
Massachusetts
$248K +$869 +5 +0.3%
FWM
923
Fairhaven Wealth Management
Illinois
$244K -$20.2K -116 -7%
ST
924
Spinnaker Trust
Maine
$244K – – –
NEAM
925
New England Asset Management
Connecticut
$241K – – –
35 36
37
38 39