We are live on ! Find out more
TRV icon

Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
901
Financial Engines Advisors
California
$696K +$39.4K +140 +6%
JAG
902
Journey Advisory Group
Kentucky
$695K -$28.1K -100 -4%
BWM
903
Baron Wealth Management
Michigan
$693K +$1.13K +4 +0.2%
RC
904
Rexford Capital
Texas
$690K -$844 -3 -0.1%
JWM
905
Jeppson Wealth Management
California
$687K – – –
QIM
906
Quantitative Investment Management
Virginia
$685K -$306K -1,087 -32%
PPWP
907
Premier Path Wealth Partners
New Jersey
$684K +$150K +534 +29%
HCA
908
Harbour Capital Advisors
Virginia
$682K – – –
SWM
909
Salvus Wealth Management
New Jersey
$679K +$4.22K +15 +0.6%
1IA
910
1620 Investment Advisors
Massachusetts
$679K -$281 -1 -0%
HWMO
911
Heritage Wealth Management (Ohio)
Ohio
$676K – – –
EPW
912
Evolve Private Wealth
California
$676K +$655K +2,329 New
WFA
913
WJ Financial Advisors
Connecticut
$675K -$6.47K -23 -1%
Stratos Wealth Partners
914
Stratos Wealth Partners
Ohio
$675K -$28.7K -102 -4%
LI
915
LMCG Investments
Massachusetts
$671K -$4.79K -17 -0.7%
FRM
916
Foundation Resource Management
Arkansas
$671K – – –
Evergreen Capital Management
917
Evergreen Capital Management
Washington
$666K +$99.1K +352 +18%
RF
918
Robinswood Financial
Washington
$665K +$646K +2,294 New
Kestra Investment Management
919
Kestra Investment Management
Texas
$665K +$27.9K +99 +5%
Fisher Asset Management
920
Fisher Asset Management
Washington
$658K +$15.2K +54 +2%
SEA
921
Stegent Equity Advisors
Texas
$658K +$8.16K +29 +1%
Brown Brothers Harriman & Co
922
Brown Brothers Harriman & Co
New York
$656K +$97.4K +346 +18%
SIG
923
Sky Investment Group
Connecticut
$655K -$9.29K -33 -1%
SVWAG
924
Sound View Wealth Advisors Group
Georgia
$651K -$60.5K -215 -9%
WCM
925
Weik Capital Management
Pennsylvania
$648K – – –