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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
926
Defined Wealth Management
Oregon
$479K +$2.5K +10 +0.5%
NAS
927
NWF Advisory Services
California
$477K +$495K +1,982 New
MA
928
MONECO Advisors
Connecticut
$477K +$7.24K +29 +1%
ACM
929
Advisors Capital Management
New Jersey
$477K +$73.2K +293 +17%
PMSA
930
Patrick M. Sweeney & Associates
Illinois
$476K – – –
SFG
931
Seamount Financial Group
Colorado
$474K -$46.2K -185 -9%
LFG
932
Larson Financial Group
Missouri
$474K -$59.9K -240 -11%
AIM
933
Athena Investment Management
California
$473K – – –
MG
934
Mather Group
Illinois
$472K +$3K +12 +0.6%
WPP
935
Whalerock Point Partners
Rhode Island
$470K – – –
CPIG
936
Chicago Partners Investment Group
Illinois
$468K +$66.4K +266 +16%
MIM
937
Marco Investment Management
Georgia
$468K -$749 -3 -0.2%
NIM
938
Northeast Investment Management
Massachusetts
$468K – – –
FHA
939
Flagship Harbor Advisors
Massachusetts
$467K -$4.99K -20 -1%
BPC
940
Bearing Point Capital
Minnesota
$466K +$483K +1,935 New
OAM
941
Oberweis Asset Management
Illinois
$466K -$12.2K -49 -2%
EHAM
942
Eagle Harbor Asset Management
Washington
$464K +$18K +72 +4%
JFGIW
943
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$462K -$61.7K -247 -12%
SIA
944
Schechter Investment Advisors
Michigan
$462K -$121K -484 -20%
ST
945
Spinnaker Trust
Maine
$459K – – –
FNC
946
First National Corp
Massachusetts
$456K +$1.25K +5 +0.3%
PFBT
947
Parkside Financial Bank & Trust
Missouri
$455K +$21.2K +85 +5%
VC
948
Veracity Capital
Georgia
$455K +$6.74K +27 +1%
LIM
949
Longfellow Investment Management
Massachusetts
$454K -$30K -120 -6%
HIP
950
HUB Investment Partners
Texas
$452K -$46.2K -185 -9%
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