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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
926
Bay Colony Advisors
Massachusetts
$241K +$71.1K +409 +37%
FNT
927
First Nebraska Trust
Nebraska
$239K – – –
DS
928
Dudley & Shanley
Florida
$237K – – –
ERIM
929
Eagle Ridge Investment Management
Connecticut
$237K – – –
DU
930
Delphia (USA)
Ontario, Canada
$235K -$361K -2,076 -60%
BHWM
931
Bar Harbor Wealth Management
New Hampshire
$234K +$9.73K +56 +4%
FAM
932
Formidable Asset Management
Ohio
$234K +$245K +1,409 New
SCA
933
Sippican Capital Advisors
Massachusetts
$233K -$17.4K -100 -7%
SLG
934
Stanley-Laman Group
Pennsylvania
$233K +$239K +1,376 New
HNWA
935
Henrickson Nauta Wealth Advisors
Michigan
$232K – – –
CAGAS
936
Capital Advisory Group Advisory Services
Minnesota
$230K -$695 -4 -0.3%
CRC
937
Curi RMB Capital
Illinois
$229K – – –
GBT
938
Grove Bank & Trust
Florida
$229K – – –
PP
939
PrairieView Partners
Minnesota
$229K +$521 +3 +0.2%
CIA
940
Capital Investment Advisors
Georgia
$229K +$235K +1,354 New
CCMD
941
Cypress Capital Management (Delaware)
Delaware
$226K – – –
WAS
942
Wealth Advisory Solutions
Indiana
$225K +$232K +1,332 New
PI
943
Pettee Investors
Connecticut
$224K – – –
FPAS
944
Focus Partners Advisor Solutions
Missouri
$224K +$230K +1,324 New
NW
945
NewEdge Wealth
Pennsylvania
$224K +$230K +1,325 New
EBA
946
Eagle Bay Advisors
New York
$224K +$230K +1,322 New
WI
947
Wedgewood Investors
Pennsylvania
$223K – – –
EWA
948
EP Wealth Advisors
California
$223K +$229K +1,320 New
CPIA
949
Cornell Pochily Investment Advisors
New York
$222K – – –
HPM
950
Hudson Portfolio Management
New York
$222K +$4.34K +25 +2%
36 37
38
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