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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GI
951
Gradient Investments
Minnesota
$20K +$3K +25 +18%
Lazard Asset Management
952
Lazard Asset Management
New York
$20K +$4.57K +38 +28%
RFWA
953
RPg Family Wealth Advisory
Massachusetts
$19.3K -$721 -6 -4%
RCG
954
Ruggie Capital Group
Florida
$19K +$13.9K +116 +290%
KPCM
955
Kings Point Capital Management
New York
$18K – – –
BAM
956
Barrett Asset Management
New York
$18K +$18K +150 New
PS
957
Portfolio Solutions
Michigan
$18K +$18K +150 New
APSP
958
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K – – –
TC
959
Trust Company
Kansas
$17K +$5.65K +47 +48%
RWG
960
Regal Wealth Group
California
$15K – – –
AAP
961
Arax Advisory Partners
Colorado
$15K +$961 +8 +7%
PMFA
962
Plante Moran Financial Advisors
Michigan
$13K -$1.2K -10 -9%
WP
963
WealthPLAN Partners
Nebraska
$12.6K +$12.5K +104 New
RWM
964
Raffa Wealth Management
District of Columbia
$12.1K -$961 -8 -7%
RPG
965
Risk Paradigm Group
Texas
$12.1K – – –
BRC
966
Bell Rock Capital
Delaware
$12K – – –
IPC
967
Independent Portfolio Consultants
Florida
$12K – – –
MA
968
MCF Advisors
Kentucky
$12K – – –
SQA
969
Simon Quick Advisors
New Jersey
$12K – – –
NYLT
970
New York Life Trust
New York
$10K -$117K -972 -92%
GWA
971
Guidant Wealth Advisors
Illinois
$10K – – –
LWCFA
972
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$9.88K – – –
CG
974
Cutler Group
California
$9K -$1.78M -14,846 -99%
AA
975
AlphaMark Advisors
Kentucky
$9K – – –