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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
901
Peoples Bank (Ohio)
Ohio
$372K +$393K +1,830 New
CGL
902
Clarius Group LLC
Washington
$372K -$16.8K -78 -4%
GA
903
Geller Advisors
New York
$372K +$10.7K +50 +3%
PFBT
904
Parkside Financial Bank & Trust
Missouri
$371K -$10.5K -49 -3%
MPIA
905
Mountain Pacific Investment Advisers
Idaho
$370K
MA
906
Mutual Advisors
Nebraska
$370K +$30.3K +141 +9%
MWM
907
Modera Wealth Management
New Jersey
$369K -$259K -1,207 -40%
PAM
908
Peak Asset Management
Colorado
$369K
MBTD
909
Mechanics Bank - Trust Department
California
$366K -$29.7K -138 -7%
SF
910
Summit Financial
New Jersey
$365K +$386K +1,797 New
DM
911
Deerfield Management
New York
$365K +$117K +543 +43%
IAS
912
Insigneo Advisory Services
Florida
$363K +$44.5K +207 +13%
Jones Financial Companies
913
Jones Financial Companies
Missouri
$362K +$242K +1,127 +173%
DWM
914
Drive Wealth Management
Utah
$360K +$10.3K +48 +3%
EWM
915
Evermay Wealth Management
Virginia
$360K
TWM
916
Trueblood Wealth Management
Ohio
$359K +$2.79K +13 +0.7%
PMSA
917
Patrick M. Sweeney & Associates
Illinois
$358K +$31K +144 +9%
FWM
918
ForthRight Wealth Management
Georgia
$357K
VC
919
Veracity Capital
Georgia
$355K -$88.3K -411 -19%
BL
920
BFSG LLC
California
$354K
PBC
921
Pavion Blue Capital
California
$351K
GSEP
922
Golden State Equity Partners
California
$351K +$371K +1,724 New
PP
923
PDS Planning
Ohio
$350K +$860 +4 +0.2%
NRS
924
Neville Rodie & Shaw
New York
$346K
GRP
925
Global Retirement Partners
California
$345K +$87.3K +406 +31%