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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
926
Flagship Harbor Advisors
Massachusetts
$406K +$25.4K +119 +7%
FWM
927
ForthRight Wealth Management
Georgia
$404K -$65.8K -308 -15%
TWM
928
Trueblood Wealth Management
Ohio
$403K +$13K +61 +4%
BL
929
BFSG LLC
California
$400K – – –
PBC
930
Pavion Blue Capital
California
$397K – – –
DWM
931
Drive Wealth Management
Utah
$397K +$8.76K +41 +2%
PP
932
PDS Planning
Ohio
$395K +$14.3K +67 +4%
Prime Capital Investment Advisors
933
Prime Capital Investment Advisors
Kansas
$392K +$28K +131 +8%
NRS
934
Neville Rodie & Shaw
New York
$391K – – –
Destination Wealth Management
935
Destination Wealth Management
California
$388K -$245K -1,146 -40%
IRC
936
Investors Research Corp
Georgia
$385K -$45.9K -215 -11%
BHWM
937
Bar Harbor Wealth Management
New Hampshire
$383K – – –
Concurrent Investment Advisors
938
Concurrent Investment Advisors
Florida
$383K +$30.6K +143 +9%
DWM
939
Dechtman Wealth Management
Colorado
$382K +$1.92K +9 +0.5%
Summit Trail Advisors
940
Summit Trail Advisors
New York
$381K +$86.7K +406 +32%
PMSA
941
Patrick M. Sweeney & Associates
Illinois
$380K +$13.9K +65 +4%
FG
942
Fiduciary Group
Georgia
$380K -$14.3K -67 -4%
SMC
943
Smith, Moore & Co
Missouri
$376K -$32K -150 -8%
BMCM
944
Bryn Mawr Capital Management
Pennsylvania
$376K -$12.8K -60 -4%
BW
945
Bison Wealth
Georgia
$376K -$427 -2 -0.1%
SRL
946
Scientech Research LLC
New Jersey
$376K +$349K +1,633 New
Brookstone Capital Management
947
Brookstone Capital Management
Illinois
$375K +$48.5K +227 +16%
Csenge Advisory Group
948
Csenge Advisory Group
Florida
$371K +$2.35K +11 +0.7%
DP
949
Dearborn Partners
Illinois
$371K +$48.1K +225 +16%
PJSIMP
950
P.J. Schmidt Investment Management (PJS)
Wisconsin
$369K – – –