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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
926
Steel Grove Capital Advisors
Tennessee
$648K +$879 +3 +0.1%
WCM
927
Weik Capital Management
Pennsylvania
$648K -$4.39K -15 -0.7%
SVWAG
928
Sound View Wealth Advisors Group
Georgia
$647K -$7.62K -26 -1%
KFGK
929
Keystone Financial Group (Kentucky)
Kentucky
$645K +$25.5K +87 +4%
WJWM
930
Williams Jones Wealth Management
New York
$639K -$586 -2 -0.1%
FISPB
931
Fideuram - Intesa Sanpaolo Private Banking
$638K +$641K +2,188 New
CSB
932
City State Bank
Iowa
$638K – – –
SOW
933
State of Wyoming
Wyoming
$637K +$192K +654 +43%
LFG
934
Larson Financial Group
Missouri
$637K -$6.74K -23 -1%
BT
935
Banque Transatlantique
France
$635K +$638K +2,178 New
CPIA
936
Cornell Pochily Investment Advisors
New York
$628K +$6.15K +21 +1%
SC
937
SouthState Corp
Florida
$627K +$6.45K +22 +1%
SWM
938
SHP Wealth Management
Massachusetts
$622K +$27.8K +95 +5%
CI
939
Cigna Investments
Connecticut
$620K -$10.5K -36 -2%
FDP
940
Financiere des Professionnels
Quebec, Canada
$616K – – –
IAIM
941
International Assets Investment Management
Florida
$615K +$19.6K +67 +3%
LWM
942
Lyell Wealth Management
California
$614K +$237K +809 +62%
PFBT
943
Parkside Financial Bank & Trust
Missouri
$614K +$32.2K +110 +6%
LA
944
Lifeworks Advisors
Michigan
$613K +$6.45K +22 +1%
SOAM
945
SBI Okasan Asset Management
Japan
$613K +$615K +2,100 New
LNB
946
Ledyard National Bank
$612K +$586 +2 +0.1%
SWA
947
Sax Wealth Advisors
New Jersey
$612K -$6.74K -23 -1%
MWM
948
Modera Wealth Management
New Jersey
$606K -$103K -351 -14%
BFM
949
Boothbay Fund Management
New York
$604K +$235K +802 +63%
SCTC
950
Sanibel Captiva Trust Company
Florida
$603K – – –
36 37
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