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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
926
Patriot Financial Group Insurance Agency
Massachusetts
$30K – – –
CA
927
Crewe Advisors
Utah
$29K – – –
TCM
928
Tradewinds Capital Management
Washington
$29K – – –
BL
929
Balentine LLC
Georgia
$29K +$15.2K +144 +132%
SL
930
Savior LLC
Massachusetts
$28K – – –
TPWA
931
TRUE Private Wealth Advisors
Oregon
$28K – – –
BCM
932
Bourgeon Capital Management
Connecticut
$28K +$211 +2 +0.8%
BWA
933
Burt Wealth Advisors
Maryland
$27K +$1.9K +18 +8%
SIA
934
Sit Investment Associates
Minnesota
$26K – – –
EDRH
935
Edmond de Rothschild Holding
Switzerland
$25K – – –
VCM
936
Versant Capital Management
Arizona
$25K +$316 +3 +1%
JWM
937
Janiczek Wealth Management
Colorado
$25K +$23.5K +223 New
CCM
938
Covington Capital Management
California
$23K -$84.3K -800 -80%
PGAM
939
Princeton Global Asset Management
New Jersey
$23K – – –
MLFP
940
MPS Loria Financial Planners
Illinois
$23K +$21.1K +200 New
GFPC
941
Global Financial Private Client
Florida
$22.5K -$10.5K -100 -33%
ACA
942
Atlas Capital Advisors
Wyoming
$22.5K -$51.1K -485 -71%
SFPG
943
Stonebridge Financial Planning Group
Florida
$22K – – –
CMA
944
Cedar Mountain Advisors
Oregon
$21K – – –
BAM
945
Bellevue Asset Management
Washington
$20K – – –
SLF
946
Sun Life Financial
Ontario, Canada
$18K -$738 -7 -4%
IFA
947
Interactive Financial Advisors
Illinois
$18K – – –
KPCM
948
Kings Point Capital Management
New York
$17K – – –
M
949
MOTCO
Texas
$17K – – –
PIMG
950
Patriot Investment Management Group
Tennessee
$16.9K +$15.6K +148 New
36 37
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