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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
901
Rexford Capital
Texas
$701K +$6.74K +23 +1%
NWM
902
Northcape Wealth Management
New York
$700K – – –
AIM
903
Alhambra Investment Management
Florida
$699K -$7.32K -25 -1%
AIM
904
Advyzon Investment Management
Illinois
$698K +$460K +1,571 +192%
JWM
905
Jeppson Wealth Management
California
$691K – – –
IP
906
Indivisible Partners
Florida
$686K +$153K +521 +28%
EHAM
907
Eagle Harbor Asset Management
Washington
$686K +$37.8K +129 +6%
1IA
908
1620 Investment Advisors
Massachusetts
$684K +$2.05K +7 +0.3%
SF
909
Summit Financial
New Jersey
$682K -$31.1K -106 -4%
MWPCG
910
Measured Wealth Private Client Group
New Hampshire
$680K -$48.3K -165 -7%
SPS
911
Susquehanna Portfolio Strategies
Pennsylvania
$680K -$1.27M -4,336 -65%
HWMO
912
Heritage Wealth Management (Ohio)
Ohio
$680K – – –
WFA
913
WJ Financial Advisors
Connecticut
$676K -$2.05K -7 -0.3%
FRM
914
Foundation Resource Management
Arkansas
$675K – – –
LI
915
LMCG Investments
Massachusetts
$675K – – –
HA
916
Hamel Associates
New Jersey
$675K +$161K +550 +31%
MBTD
917
Mechanics Bank - Trust Department
California
$671K +$117K +400 +21%
FGA
918
Fortis Group Advisors
New Jersey
$670K +$29.6K +101 +5%
RF
919
Robinswood Financial
Washington
$662K -$6.74K -23 -1%
AWM
920
Aprio Wealth Management
Georgia
$660K +$15.2K +52 +2%
OCA
921
OpenArc Corporate Advisory
Georgia
$659K +$17.9K +61 +3%
SIG
922
Sky Investment Group
Connecticut
$659K – – –
BA
923
Bridgewater Advisors
New York
$656K -$8.49K -29 -1%
ICP
924
Interchange Capital Partners
Pennsylvania
$653K -$68.8K -235 -9%
WT
925
WHI Trust
Illinois
$648K – – –
35 36
37
38 39