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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
HNWA
926
Henrickson Nauta Wealth Advisors
Michigan
$648K +$235K +834 +58%
WT
927
WHI Trust
Illinois
$645K +$625K +2,222 New
EHAM
928
Eagle Harbor Asset Management
Washington
$644K +$52.6K +187 +9%
SGCA
929
Steel Grove Capital Advisors
Tennessee
$643K – – –
AWM
930
Aprio Wealth Management
Georgia
$642K +$187K +663 +43%
Fideuram Asset Management (Ireland)
931
Fideuram Asset Management (Ireland)
$641K +$706K +2,507 New
Larson Financial Group
932
Larson Financial Group
Missouri
$640K -$56K -199 -8%
OpenArc Corporate Advisory
933
OpenArc Corporate Advisory
Georgia
$638K +$619K +2,198 New
Williams Jones Wealth Management
934
Williams Jones Wealth Management
New York
$636K +$8.72K +31 +1%
CSB
935
City State Bank
Iowa
$634K – – –
LIM
936
Leavell Investment Management
Alabama
$630K -$5.63K -20 -0.9%
CI
937
Cigna Investments
Connecticut
$627K -$17.2K -61 -3%
PGFG
938
Pine Grove Financial Group
Minnesota
$622K +$604K +2,146 New
Sax Wealth Advisors
939
Sax Wealth Advisors
New Jersey
$619K -$6.75K -24 -1%
CPIA
940
Cornell Pochily Investment Advisors
New York
$618K +$137K +485 +29%
SouthState Corp
941
SouthState Corp
Florida
$617K +$1.13K +4 +0.2%
Madison Asset Management
942
Madison Asset Management
Wisconsin
$617K -$159K -564 -21%
KFGK
943
Keystone Financial Group (Kentucky)
Kentucky
$616K +$3.94K +14 +0.7%
FDP
944
Financiere des Professionnels
Quebec, Canada
$612K +$594K +2,111 New
AP
945
Appleton Partners
Massachusetts
$611K +$120K +425 +25%
BA
946
Bridgewater Advisors
New York
$610K +$7.04K +25 +1%
LNB
947
Ledyard National Bank
$608K – – –
TCA
948
Transcend Capital Advisors
New Jersey
$606K -$101K -360 -15%
Moneta Group Investment Advisors
949
Moneta Group Investment Advisors
Missouri
$605K +$56.6K +201 +11%
LA
950
Lifeworks Advisors
Michigan
$603K +$5.63K +20 +1%