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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
UCB
901
United Community Bank
South Carolina
$633K -$16.1K -60 -3%
Financial Engines Advisors
902
Financial Engines Advisors
California
$631K -$1.07K -4 -0.2%
Axxcess Wealth Management
903
Axxcess Wealth Management
California
$625K -$371K -1,387 -38%
SEA
904
Stegent Equity Advisors
Texas
$625K +$33.7K +126 +6%
WCM
905
Weik Capital Management
Pennsylvania
$624K – – –
EverSource Wealth Advisors
906
EverSource Wealth Advisors
Alabama
$624K +$48.7K +182 +9%
CI
907
Cigna Investments
Connecticut
$620K – – –
TCM
908
Tradewinds Capital Management
Washington
$618K +$49.5K +185 +9%
Fisher Asset Management
909
Fisher Asset Management
Washington
$618K +$101K +378 +21%
BA
910
Bridgewater Advisors
New York
$616K +$37.8K +141 +7%
FHA
911
Flagship Harbor Advisors
Massachusetts
$615K -$181K -675 -23%
CGL
912
Clarius Group LLC
Washington
$615K -$160K -599 -21%
Kestra Investment Management
913
Kestra Investment Management
Texas
$612K -$268 -1 -0%
LIM
914
Leavell Investment Management
Alabama
$612K – – –
CSB
915
City State Bank
Iowa
$610K -$21.4K -80 -4%
Avantax Planning Partners
916
Avantax Planning Partners
Iowa
$604K +$268 +1 +0%
RWA
917
River Wealth Advisors
Pennsylvania
$604K +$1.07K +4 +0.2%
Williams Jones Wealth Management
918
Williams Jones Wealth Management
New York
$604K – – –
Sanibel Captiva Trust Company
919
Sanibel Captiva Trust Company
Florida
$603K – – –
Sax Wealth Advisors
920
Sax Wealth Advisors
New Jersey
$602K +$23K +86 +4%
Wedbush Securities
921
Wedbush Securities
California
$602K -$64.3K -240 -10%
EC
922
EntryPoint Capital
New York
$597K +$573K +2,139 New
Empower Advisory Group
923
Empower Advisory Group
Colorado
$594K -$10.4K -39 -2%
SGCA
924
Steel Grove Capital Advisors
Tennessee
$593K – – –
SouthState Corp
925
SouthState Corp
Florida
$593K -$20.1K -75 -3%