We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
951
PDS Planning
Ohio
$672K +$2.73K +9 +0.4%
PW
952
PUREfi Wealth
Massachusetts
$672K -$262K -865 -30%
EFG
953
Ethos Financial Group
Pennsylvania
$672K +$523K +1,727 New
JAG
954
Journey Advisory Group
Kentucky
$672K -$3.03K -10 -0.5%
MLL
955
Moody Lynn & Lieberson
Massachusetts
$671K -$9.39K -31 -2%
DWM
956
Defined Wealth Management
Oregon
$667K -$606 -2 -0.1%
BPC
957
Bearing Point Capital
Minnesota
$667K – – –
PPW
958
Parcion Private Wealth
Washington
$665K +$187K +617 +44%
PMWMG
959
Parr McKnight Wealth Management Group
Minnesota
$665K – – –
EPW
960
Evolve Private Wealth
California
$664K -$336K -1,108 -36%
ST
961
Spinnaker Trust
Maine
$664K +$22.4K +74 +4%
EA
962
Everpar Advisors
Oklahoma
$661K +$47.9K +158 +9%
FB
963
Finward Bancorp
Indiana
$660K – – –
PMSA
964
Patrick M. Sweeney & Associates
Illinois
$659K -$5.76K -19 -0.9%
CI
965
Cigna Investments
Connecticut
$659K -$39.1K -129 -6%
CPBTD
966
Central Pacific Bank - Trust Division
Hawaii
$655K +$12.7K +42 +2%
KWM
967
Keebeck Wealth Management
Illinois
$653K +$270K +892 +82%
RA
968
Riversedge Advisors
Delaware
$652K +$130K +429 +28%
RWP
969
RWA Wealth Partners
Massachusetts
$648K -$22.1K -73 -4%
DWM
970
Destination Wealth Management
California
$648K -$189K -624 -24%
PJSIMP
971
P.J. Schmidt Investment Management (PJS)
Wisconsin
$647K -$5.46K -18 -0.9%
ATS
972
Ashton Thomas Securities
New York
$647K +$317K +1,047 +114%
LIM
973
Leavell Investment Management
Alabama
$643K – – –
AIA
974
Affinity Investment Advisors
California
$642K +$20.6K +68 +4%
AWE
975
Avidian Wealth Enterprises
Texas
$641K +$17.6K +58 +3%
37 38
39
40 41