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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
901
Bar Harbor Wealth Management
New Hampshire
$317K – – –
PP
902
PDS Planning
Ohio
$314K +$63.9K +369 +29%
DWM
903
Dechtman Wealth Management
Colorado
$314K +$286K +1,651 New
EA
904
Everpar Advisors
Oklahoma
$314K +$285K +1,647 New
FHA
905
Flagship Harbor Advisors
Massachusetts
$314K -$12.8K -74 -4%
BBA
906
BLB&B Advisors
Pennsylvania
$314K -$34.5K -199 -11%
BW
907
Bison Wealth
Georgia
$312K +$25.8K +149 +10%
GAMMA Investing
908
GAMMA Investing
California
$307K +$252K +1,454 New
Foundations Investment Advisors
909
Foundations Investment Advisors
Arizona
$306K +$250K +1,445 New
LPT
910
Legacy Private Trust
Wisconsin
$305K -$19K -110 -6%
Csenge Advisory Group
911
Csenge Advisory Group
Florida
$305K +$8.31K +48 +3%
PMSA
912
Patrick M. Sweeney & Associates
Illinois
$302K +$275K +1,586 New
Atomi Financial Group
913
Atomi Financial Group
New York
$301K +$274K +1,580 New
KFS
914
Kurt F. Somerville
$300K – – –
Simplex Trading
915
Simplex Trading
Illinois
$300K +$273K +1,579 New
ESB
916
Essex Savings Bank
Connecticut
$299K -$3.29K -19 -1%
Prime Capital Investment Advisors
917
Prime Capital Investment Advisors
Kansas
$299K +$272K +1,571 New
RC
918
Randolph Company
Ohio
$298K +$1.73K +10 +0.6%
EHAM
919
Eagle Harbor Asset Management
Washington
$298K – – –
TNB
920
Thomasville National Bank
Georgia
$298K – – –
NB
921
NBT Bank
New York
$297K +$270K +1,557 New
TW
922
TrinityPoint Wealth
Connecticut
$296K -$2.25K -13 -0.8%
PP
923
PrairieView Partners
Minnesota
$295K – – –
MIS
924
Morningstar Investment Services
Illinois
$294K +$269K +1,551 New
Heritage Wealth Advisors
925
Heritage Wealth Advisors
Virginia
$293K +$173 +1 +0.1%