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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
ILI
951
Invesco LLC (Illinois)
Illinois
$693K +$119K +394 +23%
LA
952
Lifeworks Advisors
Michigan
$692K -$2.12K -7 -0.3%
SAM
953
Sagewood Asset Management
New York
$684K +$315K +1,040 +101%
CPIA
954
Cornell Pochily Investment Advisors
New York
$683K -$24.9K -82 -4%
SCTC
955
Sanibel Captiva Trust Company
Florida
$680K -$2.42K -8 -0.4%
PG
956
Prostatis Group
Maryland
$680K +$320K +1,056 +105%
DI
957
Diligent Investors
California
$679K – – –
MFS
958
Mirabella Financial Services
United Kingdom
$673K +$618K +2,039 New
PP
959
PDS Planning
Ohio
$672K +$2.73K +9 +0.4%
PW
960
PUREfi Wealth
Massachusetts
$672K -$262K -865 -30%
EFG
961
Ethos Financial Group
Pennsylvania
$672K +$523K +1,727 New
JAG
962
Journey Advisory Group
Kentucky
$672K -$3.03K -10 -0.5%
MLL
963
Moody Lynn & Lieberson
Massachusetts
$671K -$9.39K -31 -2%
DWM
964
Defined Wealth Management
Oregon
$667K -$606 -2 -0.1%
BPC
965
Bearing Point Capital
Minnesota
$667K – – –
PPW
966
Parcion Private Wealth
Washington
$665K +$187K +617 +44%
PMWMG
967
Parr McKnight Wealth Management Group
Minnesota
$665K – – –
EPW
968
Evolve Private Wealth
California
$664K -$336K -1,108 -36%
ST
969
Spinnaker Trust
Maine
$664K +$22.4K +74 +4%
EA
970
Everpar Advisors
Oklahoma
$661K +$47.9K +158 +9%
FB
971
Finward Bancorp
Indiana
$660K – – –
PMSA
972
Patrick M. Sweeney & Associates
Illinois
$659K -$5.76K -19 -0.9%
CI
973
Cigna Investments
Connecticut
$659K -$39.1K -129 -6%
CPBTD
974
Central Pacific Bank - Trust Division
Hawaii
$655K +$12.7K +42 +2%
KWM
975
Keebeck Wealth Management
Illinois
$653K +$270K +892 +82%
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