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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
901
Bar Harbor Wealth Management
New Hampshire
$312K +$55.4K +308 +23%
TCA
902
Transcend Capital Advisors
New Jersey
$312K -$11.5K -64 -4%
CWM
903
Calamos Wealth Management
Illinois
$311K +$23.6K +131 +9%
MCWS
904
McKinley Carter Wealth Services
West Virginia
$311K -$10.6K -59 -3%
CA
905
Claro Advisors
Massachusetts
$310K +$297K +1,652 New
FAFN
906
First Affirmative Financial Network
Colorado
$310K +$297K +1,651 New
PJSIMP
907
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K – – –
HIA
908
Harbor Investment Advisory
Maryland
$309K +$2.34K +13 +0.8%
PFBT
909
Parkside Financial Bank & Trust
Missouri
$306K +$49.8K +277 +20%
M1FG
910
Mach-1 Financial Group
Arkansas
$306K – – –
FWM
911
FFT Wealth Management
Pennsylvania
$305K -$57.7K -321 -16%
CT
912
Colonial Trust
South Carolina
$301K -$3.24K -18 -1%
LJAC
913
L.J. Altfest & Co
New York
$301K -$65.3K -363 -18%
NHT
914
New Hampshire Trust
New Hampshire
$300K +$288K +1,601 New
RRC
915
Relaxing Retirement Coach
Massachusetts
$300K – – –
APP
916
Avantax Planning Partners
Iowa
$299K +$12.8K +71 +5%
VI
917
Versor Investments
New York
$299K -$532K -2,956 -65%
DOA
918
D'Orazio & Associates
Virginia
$298K +$286K +1,588 New
ZCA
919
Zeke Capital Advisors
Pennsylvania
$296K +$16K +89 +6%
FMLI
920
Fukoku Mutual Life Insurance
Japan
$296K – – –
ESB
921
Essex Savings Bank
Connecticut
$296K -$3.42K -19 -1%
SIM
922
Sentry Investment Management
Wisconsin
$296K – – –
RC
923
Randolph Company
Ohio
$296K +$284K +1,577 New
KFS
924
Kurt F. Somerville
$295K – – –
SDH
925
Sloy Dahl & Holst
Washington
$295K – – –
35 36
37
38 39