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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
926
BFSG LLC
California
$400K – – –
PBC
927
Pavion Blue Capital
California
$397K – – –
DWM
928
Drive Wealth Management
Utah
$397K +$8.76K +41 +2%
PP
929
PDS Planning
Ohio
$395K +$14.3K +67 +4%
PCIA
930
Prime Capital Investment Advisors
Kansas
$392K +$28K +131 +8%
NRS
931
Neville Rodie & Shaw
New York
$391K – – –
DWM
932
Destination Wealth Management
California
$388K -$245K -1,146 -40%
IRC
933
Investors Research Corp
Georgia
$385K -$45.9K -215 -11%
BHWM
934
Bar Harbor Wealth Management
New Hampshire
$383K – – –
CIA
935
Concurrent Investment Advisors
Florida
$383K +$30.6K +143 +9%
DWM
936
Dechtman Wealth Management
Colorado
$382K +$1.92K +9 +0.5%
STA
937
Summit Trail Advisors
New York
$381K +$86.7K +406 +32%
PMSA
938
Patrick M. Sweeney & Associates
Illinois
$380K +$13.9K +65 +4%
FG
939
Fiduciary Group
Georgia
$380K -$14.3K -67 -4%
SMC
940
Smith, Moore & Co
Missouri
$376K -$32K -150 -8%
BMCM
941
Bryn Mawr Capital Management
Pennsylvania
$376K -$12.8K -60 -4%
BW
942
Bison Wealth
Georgia
$376K -$427 -2 -0.1%
SRL
943
Scientech Research LLC
New Jersey
$376K +$349K +1,633 New
BCM
944
Brookstone Capital Management
Illinois
$375K +$48.5K +227 +16%
CAG
945
Csenge Advisory Group
Florida
$371K +$2.35K +11 +0.7%
DP
946
Dearborn Partners
Illinois
$371K +$48.1K +225 +16%
PJSIMP
947
P.J. Schmidt Investment Management (PJS)
Wisconsin
$369K – – –
LPT
948
Legacy Private Trust
Wisconsin
$369K – – –
PCP
949
Proficio Capital Partners
Massachusetts
$367K +$13.7K +64 +4%
MA
950
Mutual Advisors
Nebraska
$365K +$339K +1,587 New
36 37
38
39 40