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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
951
Aureus Asset Management
Massachusetts
$597K -$149K -530 -20%
DI
952
Diligent Investors
California
$596K – – –
FGA
953
Fortis Group Advisors
New Jersey
$596K +$2.25K +8 +0.4%
IAIM
954
International Assets Investment Management
Florida
$595K -$20.8K -74 -3%
MA
955
Mutual Advisors
Nebraska
$594K +$16.3K +58 +3%
APP
956
Avantax Planning Partners
Iowa
$591K -$35.2K -125 -6%
SWM
957
SHP Wealth Management
Massachusetts
$591K +$573K +2,037 New
UCB
958
United Community Bank
South Carolina
$588K -$67.5K -240 -11%
BPC
959
Bearing Point Capital
Minnesota
$586K – – –
MSFP
960
Mark Sheptoff Financial Planning
Connecticut
$584K – – –
PMWMG
961
Parr McKnight Wealth Management Group
Minnesota
$584K – – –
EWA
962
EverSource Wealth Advisors
Alabama
$583K -$62.5K -222 -10%
DWM
963
Defined Wealth Management
Oregon
$583K +$1.41K +5 +0.2%
PMSA
964
Patrick M. Sweeney & Associates
Illinois
$580K -$3.94K -14 -0.7%
RWP
965
RWA Wealth Partners
Massachusetts
$580K +$157K +557 +39%
FB
966
Finward Bancorp
Indiana
$580K – – –
AIP
967
Ameritas Investment Partners
Nebraska
$579K -$15.8K -56 -3%
PFBT
968
Parkside Financial Bank & Trust
Missouri
$578K +$12.4K +44 +2%
FTC
969
Farmers Trust Company
Ohio
$575K – – –
UCMOK
970
United Capital Management of KS
Kansas
$575K -$12.9K -46 -2%
PJSIMP
971
P.J. Schmidt Investment Management (PJS)
Wisconsin
$574K – – –
BMCM
972
Burns Matteson Capital Management
New York
$574K +$557K +1,978 New
JSW
973
Journey Strategic Wealth
New Jersey
$573K +$1.13K +4 +0.2%
PP
974
PDS Planning
Ohio
$572K +$3.1K +11 +0.6%
BWM
975
Brown Wealth Management
Illinois
$569K +$1.97K +7 +0.4%
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