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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
926
Avantax Planning Partners
Iowa
$233K – – –
BCA
927
Bay Colony Advisors
Massachusetts
$233K +$488 +3 +0.2%
SCM
928
Shelton Capital Management
Colorado
$232K -$11.2K -69 -4%
AIM
929
Anchor Investment Management
South Carolina
$231K – – –
TIA
930
Tiemann Investment Advisors
California
$231K +$1.63K +10 +0.7%
WSFS
931
Wilmington Savings Fund Society
Delaware
$230K -$18.2K -112 -7%
TNB
932
Thomasville National Bank
Georgia
$230K -$10.7K -66 -4%
OWP
933
Obermeyer Wealth Partners
Colorado
$230K – – –
ATFA
934
All Terrain Financial Advisors
Minnesota
$229K – – –
ZCA
935
Zeke Capital Advisors
Pennsylvania
$229K +$325 +2 +0.1%
HCM
936
Howland Capital Management
Massachusetts
$229K +$243K +1,494 New
GWANC
937
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K – – –
MA
938
MONECO Advisors
Connecticut
$228K +$325 +2 +0.1%
JWM
939
Janiczek Wealth Management
Colorado
$228K +$26.5K +163 +13%
OTL
940
Oak Thistle LLC
New York
$228K +$242K +1,487 New
CIP
941
Convergence Investment Partners
Florida
$227K +$241K +1,483 New
MSA
942
Marino Stram & Associates
Massachusetts
$226K +$1.3K +8 +0.5%
RSWM
943
Robertson Stephens Wealth Management
California
$225K -$31.9K -196 -12%
WCM
944
Windsor Capital Management
Arizona
$225K -$8.78K -54 -4%
KF
945
Krilogy Financial
Missouri
$225K +$28K +172 +13%
AA
946
ALPS Advisors
Colorado
$224K -$20.2K -124 -8%
FWM
947
Fairhaven Wealth Management
Illinois
$223K +$1.79K +11 +0.8%
ECM
948
Evergreen Capital Management
Washington
$222K -$4.23K -26 -2%
PWC
949
PYA Waltman Capital
Tennessee
$222K +$136K +837 +137%
ST
950
Spinnaker Trust
Maine
$221K – – –
36 37
38
39 40