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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
926
Eagle Harbor Asset Management
Washington
$644K +$52.6K +187 +9%
SGCA
927
Steel Grove Capital Advisors
Tennessee
$643K – – –
AWM
928
Aprio Wealth Management
Georgia
$642K +$187K +663 +43%
FAMI
929
Fideuram Asset Management (Ireland)
$641K +$706K +2,507 New
LFG
930
Larson Financial Group
Missouri
$640K -$56K -199 -8%
OCA
931
OpenArc Corporate Advisory
Georgia
$638K +$619K +2,198 New
WJWM
932
Williams Jones Wealth Management
New York
$636K +$8.72K +31 +1%
CSB
933
City State Bank
Iowa
$634K – – –
LIM
934
Leavell Investment Management
Alabama
$630K -$5.63K -20 -0.9%
CI
935
Cigna Investments
Connecticut
$627K -$17.2K -61 -3%
SWA
936
Sax Wealth Advisors
New Jersey
$619K -$6.75K -24 -1%
CPIA
937
Cornell Pochily Investment Advisors
New York
$618K +$137K +485 +29%
SC
938
SouthState Corp
Florida
$617K +$1.13K +4 +0.2%
MAM
939
Madison Asset Management
Wisconsin
$617K -$159K -564 -21%
KFGK
940
Keystone Financial Group (Kentucky)
Kentucky
$616K +$3.94K +14 +0.7%
FDP
941
Financiere des Professionnels
Quebec, Canada
$612K +$594K +2,111 New
AP
942
Appleton Partners
Massachusetts
$611K +$120K +425 +25%
BA
943
Bridgewater Advisors
New York
$610K +$7.04K +25 +1%
LNB
944
Ledyard National Bank
$608K – – –
TCA
945
Transcend Capital Advisors
New Jersey
$606K -$101K -360 -15%
MGIA
946
Moneta Group Investment Advisors
Missouri
$605K +$56.6K +201 +11%
LA
947
Lifeworks Advisors
Michigan
$603K +$5.63K +20 +1%
WFI
948
West Family Investments
California
$603K – – –
SCTC
949
Sanibel Captiva Trust Company
Florida
$600K -$25.3K -90 -4%
MLL
950
Moody Lynn & Lieberson
Massachusetts
$598K +$281 +1 +0%
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