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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
926
Obermeyer Wealth Partners
Colorado
$235K – – –
ATFA
927
All Terrain Financial Advisors
Minnesota
$234K – – –
LW
928
Linscomb Wealth
Texas
$234K – – –
VCA
929
Verdence Capital Advisors
Maryland
$234K +$2.34K +15 +1%
OPA
930
Old Port Advisors
Maine
$233K -$3.44K -22 -2%
PCG
931
Private Capital Group
Connecticut
$231K -$17.7K -113 -7%
SCA
932
Sippican Capital Advisors
Massachusetts
$231K -$3.91K -25 -2%
GVAG
933
Great Valley Advisor Group
Delaware
$231K -$313 -2 -0.1%
HNWA
934
Henrickson Nauta Wealth Advisors
Michigan
$231K +$214K +1,370 New
OWA
935
One Wealth Advisors
California
$230K +$4.69K +30 +2%
MSA
936
Marino Stram & Associates
Massachusetts
$228K – – –
FAM
937
Formidable Asset Management
Ohio
$227K -$111K -711 -33%
FNT
938
First Nebraska Trust
Nebraska
$226K – – –
ST
939
Spinnaker Trust
Maine
$226K – – –
CCMD
940
Cypress Capital Management (Delaware)
Delaware
$225K – – –
SPI
941
Santori & Peters Inc
Pennsylvania
$225K +$156 +1 +0.1%
VCG
942
Vantage Consulting Group
Virginia
$224K +$17.7K +113 +9%
SA
943
Syntax Advisors
New York
$224K +$224K +1,434 New
GSEP
944
Golden State Equity Partners
California
$223K -$3.13K -20 -1%
NEAM
945
New England Asset Management
Connecticut
$223K +$223K +1,424 New
ACI
946
Alpha Cubed Investments
California
$222K – – –
GLA
947
Good Life Advisors
Pennsylvania
$221K -$3.91K -25 -2%
WCM
948
Windsor Capital Management
Arizona
$221K +$156 +1 +0.1%
OPTFSNA
949
Old Point Trust & Financial Services N A
Virginia
$221K +$220K +1,410 New
FTC
950
Farmers Trust Company
Ohio
$220K -$12.7K -81 -5%
36 37
38
39 40