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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
RA
976
Riversedge Advisors
Delaware
$652K +$130K +429 +28%
RWP
977
RWA Wealth Partners
Massachusetts
$648K -$22.1K -73 -4%
DWM
978
Destination Wealth Management
California
$648K -$189K -624 -24%
PJSIMP
979
P.J. Schmidt Investment Management (PJS)
Wisconsin
$647K -$5.46K -18 -0.9%
ATS
980
Ashton Thomas Securities
New York
$647K +$317K +1,047 +114%
LIM
981
Leavell Investment Management
Alabama
$643K – – –
AIA
982
Affinity Investment Advisors
California
$642K +$20.6K +68 +4%
AWE
983
Avidian Wealth Enterprises
Texas
$641K +$17.6K +58 +3%
CWM
984
Cahaba Wealth Management
Georgia
$639K +$7.27K +24 +1%
DCM
985
Donaldson Capital Management
Indiana
$637K +$90.9K +300 +18%
MIM
986
Marco Investment Management
Georgia
$637K – – –
TWPM
987
Total Wealth Planning & Management
Florida
$636K +$75.2K +248 +15%
MSFP
988
Mark Sheptoff Financial Planning
Connecticut
$635K – – –
BWM
989
Baron Wealth Management
Michigan
$633K +$49.4K +163 +9%
AO
990
Advisor OS
Illinois
$631K +$140K +461 +32%
SFC
991
SYM Financial Corp
Indiana
$630K +$47.9K +158 +9%
SWA
992
Sax Wealth Advisors
New Jersey
$629K +$14.2K +47 +2%
LSV Asset Management
993
LSV Asset Management
Illinois
$627K – – –
MA
994
Montag & Associates
Georgia
$626K -$2.31M -7,612 -80%
JAM
995
Jupiter Asset Management
United Kingdom
$618K -$10.2M -33,555 -95%
7WCP
996
71 West Capital Partners
Massachusetts
$617K +$259K +854 +84%
PAM
997
Peak Asset Management
Colorado
$617K – – –
SWM
998
Stockman Wealth Management
Montana
$616K +$909 +3 +0.2%
TCBWMS
999
Texas Capital Bank Wealth Management Services
Texas
$614K +$13K +43 +2%
TNB
1000
Thomasville National Bank
Georgia
$612K +$562K +1,853 New