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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
926
Marino Stram & Associates
Massachusetts
$248K +$869 +5 +0.3%
FWM
927
Fairhaven Wealth Management
Illinois
$244K -$20.2K -116 -7%
ST
928
Spinnaker Trust
Maine
$244K – – –
NEAM
929
New England Asset Management
Connecticut
$241K – – –
BCA
930
Bay Colony Advisors
Massachusetts
$241K +$71.1K +409 +37%
FNT
931
First Nebraska Trust
Nebraska
$239K – – –
DS
932
Dudley & Shanley
Florida
$237K – – –
ERIM
933
Eagle Ridge Investment Management
Connecticut
$237K – – –
DU
934
Delphia (USA)
Ontario, Canada
$235K -$361K -2,076 -60%
BHWM
935
Bar Harbor Wealth Management
New Hampshire
$234K +$9.73K +56 +4%
FAM
936
Formidable Asset Management
Ohio
$234K +$245K +1,409 New
SCA
937
Sippican Capital Advisors
Massachusetts
$233K -$17.4K -100 -7%
SLG
938
Stanley-Laman Group
Pennsylvania
$233K +$239K +1,376 New
HNWA
939
Henrickson Nauta Wealth Advisors
Michigan
$232K – – –
CAGAS
940
Capital Advisory Group Advisory Services
Minnesota
$230K -$695 -4 -0.3%
CRC
941
Curi RMB Capital
Illinois
$229K – – –
GBT
942
Grove Bank & Trust
Florida
$229K – – –
PP
943
PrairieView Partners
Minnesota
$229K +$521 +3 +0.2%
CIA
944
Capital Investment Advisors
Georgia
$229K +$235K +1,354 New
CCMD
945
Cypress Capital Management (Delaware)
Delaware
$226K – – –
WAS
946
Wealth Advisory Solutions
Indiana
$225K +$232K +1,332 New
PI
947
Pettee Investors
Connecticut
$224K – – –
FPAS
948
Focus Partners Advisor Solutions
Missouri
$224K +$230K +1,324 New
NW
949
NewEdge Wealth
Pennsylvania
$224K +$230K +1,325 New
EBA
950
Eagle Bay Advisors
New York
$224K +$230K +1,322 New
36 37
38
39 40