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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
926
GW & Wade
Massachusetts
$295K +$180 +1 +0.1%
MWM
927
Meridian Wealth Management
Kentucky
$295K +$283K +1,573 New
KAM
928
Knightsbridge Asset Management
California
$294K +$1.08K +6 +0.4%
TW
929
TrinityPoint Wealth
Connecticut
$294K -$360 -2 -0.1%
HWA
930
Heritage Wealth Advisors
Virginia
$294K +$5.4K +30 +2%
NQWM
931
Northwest Quadrant Wealth Management
Oregon
$294K +$1.08K +6 +0.4%
EBA
932
Eagle Bay Advisors
New York
$293K +$52.5K +292 +23%
ACM
933
Advisors Capital Management
New Jersey
$291K +$26.1K +145 +10%
CAG
934
Csenge Advisory Group
Florida
$291K -$9.35K -52 -3%
LW
935
Linscomb Wealth
Texas
$290K +$278K +1,548 New
FOA
936
Five Oceans Advisors
California
$289K -$10.1K -56 -4%
SOW
937
State of Wyoming
Wyoming
$287K -$15.1K -84 -5%
WSC
938
Wellington Shields & Co
New York
$286K +$720 +4 +0.3%
EHAM
939
Eagle Harbor Asset Management
Washington
$285K – – –
AIM
940
Aspen Investment Management
Michigan
$285K – – –
TNB
941
Thomasville National Bank
Georgia
$285K +$2.7K +15 +1%
MCM
942
Monument Capital Management
Virginia
$285K +$273K +1,518 New
CFG
943
Carr Financial Group
Massachusetts
$284K +$273K +1,517 New
EP
944
Edgestream Partners
New Jersey
$284K +$273K +1,515 New
SCM
945
Shelton Capital Management
Colorado
$284K – – –
TIA
946
Tiemann Investment Advisors
California
$283K – – –
CAC
947
Core Alternative Capital
Georgia
$282K +$167K +930 +161%
OWP
948
Obermeyer Wealth Partners
Colorado
$281K – – –
WSFS
949
Wilmington Savings Fund Society
Delaware
$281K – – –
WE
950
Wealth Effects
Massachusetts
$281K -$23.7K -132 -8%
36 37
38
39 40