We are live on ! Find out more
TRV icon

Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
976
Cahaba Wealth Management
Georgia
$639K +$7.27K +24 +1%
DCM
977
Donaldson Capital Management
Indiana
$637K +$90.9K +300 +18%
MIM
978
Marco Investment Management
Georgia
$637K
TWPM
979
Total Wealth Planning & Management
Florida
$636K +$75.2K +248 +15%
MSFP
980
Mark Sheptoff Financial Planning
Connecticut
$635K
BWM
981
Baron Wealth Management
Michigan
$633K +$49.4K +163 +9%
AO
982
Advisor OS
Illinois
$631K +$140K +461 +32%
SFC
983
SYM Financial Corp
Indiana
$630K +$47.9K +158 +9%
SWA
984
Sax Wealth Advisors
New Jersey
$629K +$14.2K +47 +2%
LSV Asset Management
985
LSV Asset Management
Illinois
$627K
MA
986
Montag & Associates
Georgia
$626K -$2.31M -7,612 -80%
JAM
987
Jupiter Asset Management
United Kingdom
$618K -$10.2M -33,555 -95%
7WCP
988
71 West Capital Partners
Massachusetts
$617K +$259K +854 +84%
PAM
989
Peak Asset Management
Colorado
$617K
SWM
990
Stockman Wealth Management
Montana
$616K +$909 +3 +0.2%
TCBWMS
991
Texas Capital Bank Wealth Management Services
Texas
$614K +$13K +43 +2%
TNB
992
Thomasville National Bank
Georgia
$612K +$562K +1,853 New
GEA
993
Glen Eagle Advisors
New Jersey
$610K +$96.7K +319 +21%
CFO
994
Cambient Family Office
Michigan
$609K +$201K +664 +56%
PCS
995
Personal CFO Solutions
New Jersey
$607K +$5.15K +17 +0.9%
LFA
996
Legacy Financial Advisors
Kentucky
$605K -$21.8K -72 -4%
PFT
997
Providence First Trust
Arizona
$604K +$195K +642 +54%
SAI
998
Savvy Advisors Inc
New York
$603K +$119K +393 +27%
JTWM
999
Jackson Thornton Wealth Management
Alabama
$602K +$156K +515 +39%
AIP
1000
Ameritas Investment Partners
Nebraska
$602K -$34.9K -115 -6%