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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
926
BBR Partners
New York
$272K +$255K +1,486 New
ZCA
927
Zeke Capital Advisors
Pennsylvania
$272K +$255K +1,490 New
SCA
928
Sippican Capital Advisors
Massachusetts
$270K – – –
GVAG
929
Great Valley Advisor Group
Delaware
$270K +$171 +1 +0.1%
LIM
930
Leavell Investment Management
Alabama
$267K -$45.8K -267 -15%
MSA
931
Marino Stram & Associates
Massachusetts
$267K – – –
CWM
932
Calamos Wealth Management
Illinois
$265K +$249K +1,450 New
UAS
933
United Asset Strategies
New York
$265K +$249K +1,452 New
ST
934
Spinnaker Trust
Maine
$264K – – –
EMG
935
ETF Managers Group
New Jersey
$264K +$244K +1,425 New
SPI
936
Santori & Peters Inc
Pennsylvania
$263K +$171 +1 +0.1%
C
937
Certuity
Florida
$263K +$247K +1,438 New
NEAM
938
New England Asset Management
Connecticut
$260K – – –
AWM
939
Axxcess Wealth Management
California
$260K +$244K +1,424 New
DLA
940
Douglas Lane & Associates
New York
$259K +$4.29K +25 +2%
FNT
941
First Nebraska Trust
Nebraska
$259K -$5.31K -31 -2%
MGIM
942
M&G Investment Management
United Kingdom
$258K -$23M -134,344 -99%
CRWM
943
Castle Rock Wealth Management
California
$258K +$251K +1,464 New
AA
944
ALPS Advisors
Colorado
$257K -$75.6K -441 -24%
FTC
945
Farmers Trust Company
Ohio
$257K – – –
DS
946
Dudley & Shanley
Florida
$256K -$857K -5,000 -78%
ERIM
947
Eagle Ridge Investment Management
Connecticut
$256K – – –
MCM
948
Manchester Capital Management
Vermont
$256K – – –
FI
949
Fractal Investments
Connecticut
$256K +$240K +1,400 New
GSEP
950
Golden State Equity Partners
California
$255K -$4.63K -27 -2%
36 37
38
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