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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
901
FFT Wealth Management
Pennsylvania
$305K +$176 +1 +0.1%
GFP
902
Gryphon Financial Partners
Ohio
$303K -$21.9K -124 -7%
PBC
903
Pavion Blue Capital
California
$299K +$6.35K +36 +2%
FG
904
Fiduciary Group
Georgia
$298K -$26.5K -150 -8%
BW
905
Basepoint Wealth
Iowa
$298K +$1.94K +11 +0.6%
UM
906
UniSuper Management
Australia
$295K +$300K +1,700 New
NRS
907
Neville Rodie & Shaw
New York
$295K – – –
GW
908
GW & Wade
Massachusetts
$295K +$74.4K +422 +33%
BMCM
909
Bryn Mawr Capital Management
Pennsylvania
$294K +$63K +357 +27%
PRC
910
Pearl River Capital
Michigan
$293K +$297K +1,685 New
DWM
911
Destination Wealth Management
California
$292K -$48.7K -276 -14%
VF
912
Virtu Financial
New York
$291K -$1.27M -7,197 -81%
BHWM
913
Bar Harbor Wealth Management
New Hampshire
$289K – – –
IF
914
Intrua Financial
Texas
$289K +$293K +1,662 New
PJSIMP
915
P.J. Schmidt Investment Management (PJS)
Wisconsin
$288K +$705 +4 +0.2%
PFBT
916
Parkside Financial Bank & Trust
Missouri
$288K +$3.35K +19 +1%
HI
917
Humankind Investments
New York
$288K +$293K +1,659 New
CAMG
918
CWA Asset Management Group
Florida
$287K -$138K -781 -32%
FOA
919
Five Oceans Advisors
California
$283K +$33.9K +192 +13%
SG
920
StoneX Group
New York
$282K +$287K +1,625 New
SAM
921
Sawgrass Asset Management
Florida
$280K -$952K -5,399 -77%
RRC
922
Relaxing Retirement Coach
Massachusetts
$280K +$2.12K +12 +0.8%
WIC
923
Woodmont Investment Counsel
Tennessee
$279K +$3K +17 +1%
GSEP
924
Golden State Equity Partners
California
$279K +$27.7K +157 +11%
HCM
925
Howland Capital Management
Massachusetts
$277K +$18K +102 +7%
35 36
37
38 39