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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
PBC
926
Pavion Blue Capital
California
$404K
MYIA
927
Mount Yale Investment Advisors
Colorado
$404K +$31.1K +141 +9%
EWM
928
Evermay Wealth Management
Virginia
$403K -$11K -50 -3%
MGIA
929
Moneta Group Investment Advisors
Missouri
$402K +$69.4K +315 +22%
SF
930
Symphony Financial
Texas
$399K +$2.61M +11,831 New
MBTD
931
Mechanics Bank - Trust Department
California
$398K -$22K -100 -6%
NRS
932
Neville Rodie & Shaw
New York
$398K
UF
933
Univest Financial
Pennsylvania
$397K +$374K +1,695 New
ACM
934
Advisors Capital Management
New Jersey
$395K +$10.6K +48 +3%
DWM
935
Destination Wealth Management
California
$395K
PCIA
936
Prime Capital Investment Advisors
Kansas
$395K +$882 +4 +0.2%
GLA
937
Good Life Advisors
Pennsylvania
$392K +$369K +1,675 New
TNB
938
Thomasville National Bank
Georgia
$391K
BHWM
939
Bar Harbor Wealth Management
New Hampshire
$390K
FWM
940
ForthRight Wealth Management
Georgia
$389K -$20.7K -94 -5%
GEA
941
Glen Eagle Advisors
New Jersey
$388K +$211K +957 +137%
CNTOF
942
Canandaigua National Trust of Florida
New York
$385K +$363K +1,646 New
OCBCO
943
Oversea-Chinese Banking Corp (OCBC)
Singapore
$384K +$16.8K +76 +5%
FFA
944
Florida Financial Advisors
Florida
$383K +$361K +1,637 New
SMC
945
Smith, Moore & Co
Missouri
$383K
FG
946
Fiduciary Group
Georgia
$382K
CWM
947
Cornerstone Wealth Management
Missouri
$381K +$882 +4 +0.2%
EBSAM
948
Eubel Brady & Suttman Asset Management
Ohio
$378K +$356K +1,615 New
PJSIMP
949
P.J. Schmidt Investment Management (PJS)
Wisconsin
$376K
LPT
950
Legacy Private Trust
Wisconsin
$375K