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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
Spire Wealth Management
Virginia
$246K -$277K -1,705 -52%
CAG
902
Csenge Advisory Group
Florida
$246K +$1.79K +11 +0.7%
ESB
903
Essex Savings Bank
Connecticut
$245K -$9.59K -59 -4%
RRC
904
Relaxing Retirement Coach
Massachusetts
$245K – – –
FOA
905
Five Oceans Advisors
California
$245K +$64.2K +395 +33%
BO
906
BRR OpCo
Ohio
$244K – – –
FMLI
907
Fukoku Mutual Life Insurance
Japan
$242K -$22.8K -140 -8%
SIM
908
Sentry Investment Management
Wisconsin
$242K – – –
GW
909
GW & Wade
Massachusetts
$241K -$488 -3 -0.2%
KFS
910
Kurt F. Somerville
$241K – – –
SDH
911
Sloy Dahl & Holst
Washington
$241K – – –
TW
912
TrinityPoint Wealth
Connecticut
$240K +$255K +1,569 New
NQWM
913
Northwest Quadrant Wealth Management
Oregon
$239K +$1.3K +8 +0.5%
KAM
914
Knightsbridge Asset Management
California
$239K +$254K +1,563 New
Capstone Investment Advisors
915
Capstone Investment Advisors
New York
$238K +$185K +1,135 +270%
OPS
916
Orion Portfolio Solutions
Nebraska
$237K -$10.1K -62 -4%
BFS
917
Bickling Financial Services
Massachusetts
$237K -$8.94K -55 -3%
EP
918
Eudaimonia Partners
Tennessee
$236K -$61.6K -379 -20%
HWA
919
Heritage Wealth Advisors
Virginia
$235K +$163 +1 +0.1%
FAM
920
Formidable Asset Management
Ohio
$235K -$11.9K -73 -5%
CWM
921
Calamos Wealth Management
Illinois
$234K +$5.2K +32 +2%
IA
922
IFP Advisors
Florida
$234K +$33.3K +205 +9%
EHAM
923
Eagle Harbor Asset Management
Washington
$233K – – –
WSC
924
Wellington Shields & Co
New York
$233K -$650 -4 -0.3%
AIM
925
Aspen Investment Management
Michigan
$233K – – –