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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
PP
901
PDS Planning
Ohio
$314K +$63.9K +369 +29%
DWM
902
Dechtman Wealth Management
Colorado
$314K +$286K +1,651 New
EA
903
Everpar Advisors
Oklahoma
$314K +$285K +1,647 New
FHA
904
Flagship Harbor Advisors
Massachusetts
$314K -$12.8K -74 -4%
BBA
905
BLB&B Advisors
Pennsylvania
$314K -$34.5K -199 -11%
BW
906
Bison Wealth
Georgia
$312K +$25.8K +149 +10%
GI
907
GAMMA Investing
California
$307K +$252K +1,454 New
FIA
908
Foundations Investment Advisors
Arizona
$306K +$250K +1,445 New
LPT
909
Legacy Private Trust
Wisconsin
$305K -$19K -110 -6%
CAG
910
Csenge Advisory Group
Florida
$305K +$8.31K +48 +3%
PMSA
911
Patrick M. Sweeney & Associates
Illinois
$302K +$275K +1,586 New
AFG
912
Atomi Financial Group
New York
$301K +$274K +1,580 New
KFS
913
Kurt F. Somerville
$300K
Simplex Trading
914
Simplex Trading
Illinois
$300K +$273K +1,579 New
ESB
915
Essex Savings Bank
Connecticut
$299K -$3.29K -19 -1%
PCIA
916
Prime Capital Investment Advisors
Kansas
$299K +$272K +1,571 New
RC
917
Randolph Company
Ohio
$298K +$1.73K +10 +0.6%
EHAM
918
Eagle Harbor Asset Management
Washington
$298K
TNB
919
Thomasville National Bank
Georgia
$298K
NB
920
NBT Bank
New York
$297K +$270K +1,557 New
TW
921
TrinityPoint Wealth
Connecticut
$296K -$2.25K -13 -0.8%
PP
922
PrairieView Partners
Minnesota
$295K
MIS
923
Morningstar Investment Services
Illinois
$294K +$269K +1,551 New
HWA
924
Heritage Wealth Advisors
Virginia
$293K +$173 +1 +0.1%
PCP
925
Proficio Capital Partners
Massachusetts
$292K +$8.31K +48 +3%