We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
926
Obermeyer Wealth Partners
Colorado
$230K – – –
ATFA
927
All Terrain Financial Advisors
Minnesota
$229K – – –
ZCA
928
Zeke Capital Advisors
Pennsylvania
$229K +$325 +2 +0.1%
HCM
929
Howland Capital Management
Massachusetts
$229K +$243K +1,494 New
GWANC
930
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K – – –
MA
931
MONECO Advisors
Connecticut
$228K +$325 +2 +0.1%
JWM
932
Janiczek Wealth Management
Colorado
$228K +$26.5K +163 +13%
OTL
933
Oak Thistle LLC
New York
$228K +$242K +1,487 New
CIP
934
Convergence Investment Partners
Florida
$227K +$241K +1,483 New
MSA
935
Marino Stram & Associates
Massachusetts
$226K +$1.3K +8 +0.5%
RSWM
936
Robertson Stephens Wealth Management
California
$225K -$31.9K -196 -12%
WCM
937
Windsor Capital Management
Arizona
$225K -$8.78K -54 -4%
KF
938
Krilogy Financial
Missouri
$225K +$28K +172 +13%
AA
939
ALPS Advisors
Colorado
$224K -$20.2K -124 -8%
FWM
940
Fairhaven Wealth Management
Illinois
$223K +$1.79K +11 +0.8%
ECM
941
Evergreen Capital Management
Washington
$222K -$4.23K -26 -2%
PWC
942
PYA Waltman Capital
Tennessee
$222K +$136K +837 +137%
ST
943
Spinnaker Trust
Maine
$221K – – –
FNT
944
First Nebraska Trust
Nebraska
$217K – – –
CI
945
CX Institutional
Indiana
$216K -$27.8K -171 -11%
ERIM
946
Eagle Ridge Investment Management
Connecticut
$215K – – –
VWMG
947
Virginia Wealth Management Group
Virginia
$213K +$225K +1,387 New
SLG
948
Stanley-Laman Group
Pennsylvania
$211K – – –
HNWA
949
Henrickson Nauta Wealth Advisors
Michigan
$210K +$488 +3 +0.2%
BHWM
950
Bar Harbor Wealth Management
New Hampshire
$208K -$4.06K -25 -2%
36 37
38
39 40