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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
951
Mount Yale Investment Advisors
Colorado
$364K -$499K -2,337 -60%
AL
952
Aspiriant LLC
California
$362K +$49.4K +231 +17%
KFS
953
Kurt F. Somerville
$362K – – –
RG
954
Renaissance Group
Kentucky
$360K +$12.2K +57 +4%
TNB
955
Thomasville National Bank
Georgia
$360K – – –
BHBT
956
Burke & Herbert Bank & Trust
Virginia
$359K +$334K +1,562 New
RC
957
Randolph Company
Ohio
$358K -$2.14K -10 -0.6%
M1FG
958
Mach-1 Financial Group
Arkansas
$357K +$332K +1,552 New
PP
959
PrairieView Partners
Minnesota
$357K – – –
HWA
960
Heritage Wealth Advisors
Virginia
$355K +$214 +1 +0.1%
NB
961
NBT Bank
New York
$354K -$4.06K -19 -1%
IAS
962
Insigneo Advisory Services
Florida
$353K -$62.2K -291 -16%
BBA
963
BLB&B Advisors
Pennsylvania
$353K -$24.4K -114 -7%
ACM
964
Advisors Capital Management
New Jersey
$352K +$18.2K +85 +6%
DWA
965
Delap Wealth Advisory
Oregon
$351K +$326K +1,526 New
WIC
966
Woodmont Investment Counsel
Tennessee
$350K -$1.07K -5 -0.3%
AIM
967
Aspen Investment Management
Michigan
$350K – – –
WSC
968
Wellington Shields & Co
New York
$349K – – –
CFG
969
Carr Financial Group
Massachusetts
$349K – – –
MCWS
970
McKinley Carter Wealth Services
West Virginia
$349K – – –
GCM
971
G2 Capital Management
Ohio
$349K – – –
FTC
972
Farmers Trust Company
Ohio
$348K -$1.92K -9 -0.6%
DWS
973
Dynamic Wealth Strategies
California
$348K +$1.07K +5 +0.3%
WCF
974
West Coast Financial
California
$348K +$64.5K +302 +25%
FOA
975
Five Oceans Advisors
California
$347K -$214 -1 -0.1%
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