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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
951
West Family Investments
California
$603K – – –
Sanibel Captiva Trust Company
952
Sanibel Captiva Trust Company
Florida
$600K -$25.3K -90 -4%
MLL
953
Moody Lynn & Lieberson
Massachusetts
$598K +$281 +1 +0%
AAM
954
Aureus Asset Management
Massachusetts
$597K -$149K -530 -20%
DI
955
Diligent Investors
California
$596K – – –
FGA
956
Fortis Group Advisors
New Jersey
$596K +$2.25K +8 +0.4%
IAIM
957
International Assets Investment Management
Florida
$595K -$20.8K -74 -3%
MA
958
Mutual Advisors
Nebraska
$594K +$16.3K +58 +3%
Avantax Planning Partners
959
Avantax Planning Partners
Iowa
$591K -$35.2K -125 -6%
SWM
960
SHP Wealth Management
Massachusetts
$591K +$573K +2,037 New
UCB
961
United Community Bank
South Carolina
$588K -$67.5K -240 -11%
BPC
962
Bearing Point Capital
Minnesota
$586K – – –
MSFP
963
Mark Sheptoff Financial Planning
Connecticut
$584K – – –
PMWMG
964
Parr McKnight Wealth Management Group
Minnesota
$584K – – –
EverSource Wealth Advisors
965
EverSource Wealth Advisors
Alabama
$583K -$62.5K -222 -10%
DWM
966
Defined Wealth Management
Oregon
$583K +$1.41K +5 +0.2%
PMSA
967
Patrick M. Sweeney & Associates
Illinois
$580K -$3.94K -14 -0.7%
RWA Wealth Partners
968
RWA Wealth Partners
Massachusetts
$580K +$157K +557 +39%
FB
969
Finward Bancorp
Indiana
$580K – – –
Ameritas Investment Partners
970
Ameritas Investment Partners
Nebraska
$579K -$15.8K -56 -3%
PFBT
971
Parkside Financial Bank & Trust
Missouri
$578K +$12.4K +44 +2%
FTC
972
Farmers Trust Company
Ohio
$575K – – –
UCMOK
973
United Capital Management of KS
Kansas
$575K -$12.9K -46 -2%
PJSIMP
974
P.J. Schmidt Investment Management (PJS)
Wisconsin
$574K – – –
BMCM
975
Burns Matteson Capital Management
New York
$574K +$557K +1,978 New