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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
901
Ledyard National Bank
$561K +$4.75K +18 +0.9%
CDDEC
902
Caisse Des Depots Et Consignations
France
$559K – – –
LA
903
Lifeworks Advisors
Michigan
$559K -$3.95K -15 -0.7%
SWA
904
Sax Wealth Advisors
New Jersey
$554K +$546K +2,071 New
BBA
905
Baader Bank Aktiengesellschaft
Germany
$552K +$142K +537 +35%
WFI
906
West Family Investments
California
$551K +$127K +481 +30%
DI
907
Diligent Investors
California
$550K – – –
TCBWMS
908
Texas Capital Bank Wealth Management Services
Texas
$549K -$1.05K -4 -0.2%
EWA
909
EverSource Wealth Advisors
Alabama
$549K +$264K +1,002 +95%
TCA
910
Transcend Capital Advisors
New Jersey
$547K -$123K -467 -19%
OCG
911
Opus Capital Group
Ohio
$547K -$46.1K -175 -8%
TCM
912
Tradewinds Capital Management
Washington
$543K – – –
BA
913
Bridgewater Advisors
New York
$542K +$41.4K +157 +8%
FGA
914
Fortis Group Advisors
New Jersey
$541K +$548K +2,078 New
EHAM
915
Eagle Harbor Asset Management
Washington
$540K – – –
BPC
916
Bearing Point Capital
Minnesota
$540K +$12.1K +46 +2%
CAM
917
Cidel Asset Management
Ontario, Canada
$540K -$88.3K -335 -14%
MSFP
918
Mark Sheptoff Financial Planning
Connecticut
$539K – – –
PMWMG
919
Parr McKnight Wealth Management Group
Minnesota
$539K – – –
DWM
920
Defined Wealth Management
Oregon
$535K +$3.69K +14 +0.7%
MFIM
921
Mesirow Financial Investment Management
Illinois
$533K +$11.9K +45 +2%
PMSA
922
Patrick M. Sweeney & Associates
Illinois
$532K +$5.27K +20 +1%
FTC
923
Farmers Trust Company
Ohio
$531K +$132K +500 +34%
MGIA
924
Moneta Group Investment Advisors
Missouri
$530K +$106K +402 +25%
GRP
925
Global Retirement Partners
California
$529K +$521K +1,978 New
35 36
37
38 39