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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
901
First American Trust
California
$437K +$406K +1,900 New
AC
902
AXQ Capital
New Jersey
$437K +$406K +1,900 New
GI
903
GAMMA Investing
California
$432K +$90.2K +422 +29%
EWS
904
Evergreen Wealth Solutions
Pennsylvania
$431K -$40.6K -190 -9%
PFBT
905
Parkside Financial Bank & Trust
Missouri
$431K +$19.2K +90 +5%
SWM
906
Stockman Wealth Management
Montana
$430K +$1.5K +7 +0.4%
EAM
907
Empirical Asset Management
Massachusetts
$430K +$399K +1,867 New
QWP
908
Quotient Wealth Partners
Texas
$430K +$399K +1,867 New
ECG
909
Edge Capital Group
Georgia
$428K +$5.55K +26 +1%
DCM
910
Donaldson Capital Management
Indiana
$425K +$12.2K +57 +3%
FFM
911
Fullerton Fund Management
Singapore
$422K +$392K +1,833 New
CWM
912
Cahaba Wealth Management
Georgia
$422K – – –
CVA
913
Central Valley Advisors
California
$420K -$2.78K -13 -0.7%
VT
914
Vise Technologies
New York
$419K +$30.1K +141 +8%
MPIA
915
Mountain Pacific Investment Advisers
Idaho
$419K – – –
PAM
916
Peak Asset Management
Colorado
$417K -$42.7K -200 -10%
BB
917
Busey Bank
Illinois
$416K -$25.4K -119 -6%
TPI
918
Trust Point Inc
Wisconsin
$414K +$101K +475 +36%
CAMG
919
CWA Asset Management Group
Florida
$411K +$1.28K +6 +0.3%
GA
920
Geller Advisors
New York
$409K +$2.78K +13 +0.7%
PS
921
Principal Securities
Iowa
$408K +$89.3K +418 +31%
EWM
922
Evermay Wealth Management
Virginia
$407K -$427 -2 -0.1%
FHA
923
Flagship Harbor Advisors
Massachusetts
$406K +$25.4K +119 +7%
FWM
924
ForthRight Wealth Management
Georgia
$404K -$65.8K -308 -15%
TWM
925
Trueblood Wealth Management
Ohio
$403K +$13K +61 +4%
35 36
37
38 39