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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
Modera Wealth Management
951
Modera Wealth Management
New Jersey
$606K -$103K -351 -14%
Boothbay Fund Management
952
Boothbay Fund Management
New York
$604K +$235K +802 +63%
Sanibel Captiva Trust Company
953
Sanibel Captiva Trust Company
Florida
$603K – – –
MLL
954
Moody Lynn & Lieberson
Massachusetts
$602K +$879 +3 +0.1%
NICM
955
Neo Ivy Capital Management
New York
$601K +$603K +2,059 New
UCMOK
956
United Capital Management of KS
Kansas
$600K +$22K +75 +4%
DI
957
Diligent Investors
California
$600K – – –
JAG
958
Journey Advisory Group
Kentucky
$596K -$103K -350 -15%
RWA Wealth Partners
959
RWA Wealth Partners
Massachusetts
$594K +$10.5K +36 +2%
CPA
960
Capital Performance Advisors
California
$593K +$72.4K +247 +14%
PP
961
PDS Planning
Ohio
$592K +$16.1K +55 +3%
DWM
962
Defined Wealth Management
Oregon
$589K +$3.52K +12 +0.6%
BPC
963
Bearing Point Capital
Minnesota
$589K – – –
SFO
964
Stokes Family Office
Louisiana
$588K -$201K -685 -25%
DWM
965
Drive Wealth Management
Utah
$588K +$71.2K +243 +14%
PMSA
966
Patrick M. Sweeney & Associates
Illinois
$588K +$4.39K +15 +0.7%
PMWMG
967
Parr McKnight Wealth Management Group
Minnesota
$587K – – –
MC
968
Machina Capital
France
$586K -$1.36M -4,641 -70%
FB
969
Finward Bancorp
Indiana
$583K – – –
BWM
970
Brown Wealth Management
Illinois
$582K +$10.5K +36 +2%
MSFP
971
Mark Sheptoff Financial Planning
Connecticut
$580K -$26.4K -90 -4%
BMCM
972
Burns Matteson Capital Management
New York
$579K +$2.05K +7 +0.4%
FTC
973
Farmers Trust Company
Ohio
$578K -$293 -1 -0.1%
PJSIMP
974
P.J. Schmidt Investment Management (PJS)
Wisconsin
$577K – – –
BBA
975
Baader Bank Aktiengesellschaft
Germany
$576K +$591K +2,019 New