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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
926
JFS Wealth Advisors
Pennsylvania
$38K – – –
SBL
927
Sargent Bickham Lagudis
Colorado
$35K – – –
SNT
928
Security National Trust
West Virginia
$35K +$15.5K +129 +81%
HR
929
Howe & Rusling
New York
$34K -$4.69K -39 -12%
PCP
930
Proficio Capital Partners
Massachusetts
$34K +$29.2K +243 +623%
MWM
931
Mascoma Wealth Management
New Hampshire
$33K – – –
ACS
932
Archford Capital Strategies
Illinois
$32K – – –
BIG
933
Bellwether Investment Group
Tennessee
$31K -$64.2K -534 -68%
IIC
934
Integrated Investment Consultants
Michigan
$29K -$3.37K -28 -10%
LCM
935
Liberty Capital Management
Michigan
$28K – – –
EDRH
936
Edmond de Rothschild Holding
Switzerland
$27K -$587K -4,881 -96%
GRP
937
Global Retirement Partners
California
$27K -$1.56K -13 -5%
FANJ
938
Financial Architects (New Jersey)
New Jersey
$27K – – –
FCB
939
First Command Bank
Texas
$27K – – –
FCFS
940
First Command Financial Services
Texas
$27K – – –
IWM
941
IHT Wealth Management
Illinois
$26K +$24K +200 +1,176%
AIS
942
Accurate Investment Solutions
Pennsylvania
$25K +$120 +1 +0.5%
AOWM
943
Alpha Omega Wealth Management
Virginia
$24K – – –
IUHSA
944
Itau Unibanco Holding S.A.
Brazil
$24K +$24K +200 New
BTIS
945
BB&T Investment Services
North Carolina
$23K +$2.4K +20 +12%
CCM
946
Cribstone Capital Management
Maine
$22K – – –
LF
947
Lee Financial
Texas
$22K – – –
TFO
948
Tarbox Family Office
California
$22K – – –
ACM
949
Armbruster Capital Management
New York
$21K – – –
AIM
950
Advantage Investment Management
Iowa
$21K +$20.6K +171 New
36 37
38
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