TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
951
HUB Investment Partners
Texas
$452K -$46.2K -185 -9%
SWM
952
Stockman Wealth Management
Montana
$449K – – –
MYIA
953
Mount Yale Investment Advisors
Colorado
$448K +$34K +136 +8%
CWM
954
Cahaba Wealth Management
Georgia
$447K +$749 +3 +0.2%
SA
955
Sylvest Advisors
Texas
$443K +$459K +1,837 New
CVA
956
Central Valley Advisors
California
$441K +$499 +2 +0.1%
HCM
957
Howland Capital Management
Massachusetts
$441K -$117K -467 -20%
PP
958
PDS Planning
Ohio
$439K +$17.7K +71 +4%
MPIA
959
Mountain Pacific Investment Advisers
Idaho
$438K – – –
PAM
960
Peak Asset Management
Colorado
$437K – – –
DCM
961
Donaldson Capital Management
Indiana
$437K -$8.74K -35 -2%
EP
962
Edgestream Partners
New Jersey
$436K -$1.58M -6,343 -78%
BC
963
Bridgefront Capital
Texas
$433K +$449K +1,798 New
CFO
964
Callan Family Office
Pennsylvania
$430K +$446K +1,785 New
ECM
965
Evergreen Capital Management
Washington
$430K -$51.7K -207 -10%
CL
966
CSS LLC
Illinois
$429K +$444K +1,780 New
BAM
967
Blueshift Asset Management
New Jersey
$429K -$484K -1,940 -52%
DWM
968
Drive Wealth Management
Utah
$427K +$3.5K +14 +0.8%
AF
969
Advisornet Financial
Minnesota
$427K +$5.99K +24 +1%
CGL
970
Clarius Group LLC
Washington
$427K -$5.49K -22 -1%
MGIA
971
Moneta Group Investment Advisors
Missouri
$426K +$13K +52 +3%
FAT
972
First American Trust
California
$425K -$37.2K -149 -8%
UH
973
Unigestion Holding
Switzerland
$423K – – –
CWM
974
Cornerstone Wealth Management
Missouri
$423K +$31.7K +127 +8%
DIA
975
Dana Investment Advisors
Wisconsin
$421K -$9.24K -37 -2%
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