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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
901
Fullerton Fund Management
Singapore
$373K – – –
NL
902
NWAM LLC
Washington
$372K +$394K +1,832 New
PBO
903
Peoples Bank (Ohio)
Ohio
$372K +$393K +1,830 New
CGL
904
Clarius Group LLC
Washington
$372K -$16.8K -78 -4%
GA
905
Geller Advisors
New York
$372K +$10.7K +50 +3%
PFBT
906
Parkside Financial Bank & Trust
Missouri
$371K -$10.5K -49 -3%
MPIA
907
Mountain Pacific Investment Advisers
Idaho
$370K – – –
MA
908
Mutual Advisors
Nebraska
$370K +$30.3K +141 +9%
MWM
909
Modera Wealth Management
New Jersey
$369K -$259K -1,207 -40%
PAM
910
Peak Asset Management
Colorado
$369K – – –
MBTD
911
Mechanics Bank - Trust Department
California
$366K -$29.7K -138 -7%
SF
912
Summit Financial
New Jersey
$365K +$386K +1,797 New
DM
913
Deerfield Management
New York
$365K +$117K +543 +43%
IAS
914
Insigneo Advisory Services
Florida
$363K +$44.5K +207 +13%
Jones Financial Companies
915
Jones Financial Companies
Missouri
$362K +$242K +1,127 +173%
DWM
916
Drive Wealth Management
Utah
$360K +$10.3K +48 +3%
EWM
917
Evermay Wealth Management
Virginia
$360K – – –
TWM
918
Trueblood Wealth Management
Ohio
$359K +$2.79K +13 +0.7%
PMSA
919
Patrick M. Sweeney & Associates
Illinois
$358K +$31K +144 +9%
FWM
920
ForthRight Wealth Management
Georgia
$357K – – –
VC
921
Veracity Capital
Georgia
$355K -$88.3K -411 -19%
BL
922
BFSG LLC
California
$354K – – –
PBC
923
Pavion Blue Capital
California
$351K – – –
GSEP
924
Golden State Equity Partners
California
$351K +$371K +1,724 New
PP
925
PDS Planning
Ohio
$350K +$860 +4 +0.2%