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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
951
Moody Lynn & Lieberson
Massachusetts
$602K +$879 +3 +0.1%
NICM
952
Neo Ivy Capital Management
New York
$601K +$603K +2,059 New
UCMOK
953
United Capital Management of KS
Kansas
$600K +$22K +75 +4%
DI
954
Diligent Investors
California
$600K – – –
JAG
955
Journey Advisory Group
Kentucky
$596K -$103K -350 -15%
RWP
956
RWA Wealth Partners
Massachusetts
$594K +$10.5K +36 +2%
CPA
957
Capital Performance Advisors
California
$593K +$72.4K +247 +14%
PP
958
PDS Planning
Ohio
$592K +$16.1K +55 +3%
DWM
959
Defined Wealth Management
Oregon
$589K +$3.52K +12 +0.6%
BPC
960
Bearing Point Capital
Minnesota
$589K – – –
SFO
961
Stokes Family Office
Louisiana
$588K -$201K -685 -25%
DWM
962
Drive Wealth Management
Utah
$588K +$71.2K +243 +14%
PMSA
963
Patrick M. Sweeney & Associates
Illinois
$588K +$4.39K +15 +0.7%
PMWMG
964
Parr McKnight Wealth Management Group
Minnesota
$587K – – –
MC
965
Machina Capital
France
$586K -$1.36M -4,641 -70%
FB
966
Finward Bancorp
Indiana
$583K – – –
BWM
967
Brown Wealth Management
Illinois
$582K +$10.5K +36 +2%
MSFP
968
Mark Sheptoff Financial Planning
Connecticut
$580K -$26.4K -90 -4%
BMCM
969
Burns Matteson Capital Management
New York
$579K +$2.05K +7 +0.4%
FTC
970
Farmers Trust Company
Ohio
$578K -$293 -1 -0.1%
PJSIMP
971
P.J. Schmidt Investment Management (PJS)
Wisconsin
$577K – – –
BBA
972
Baader Bank Aktiengesellschaft
Germany
$576K +$591K +2,019 New
AAM
973
Aureus Asset Management
Massachusetts
$575K -$24.9K -85 -4%
MA
974
Mutual Advisors
Nebraska
$575K -$23.1K -79 -4%
SC
975
SummitTX Capital
Texas
$572K -$3.09M -10,552 -84%
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