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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
MinichMacGregor Wealth Management
New York
$74K – – –
TIM
977
Tortoise Investment Management
New York
$73K – – –
CAC
978
Certified Advisory Corp
Florida
$73K +$71K +538 New
IWM
979
IHT Wealth Management
Illinois
$71K – – –
TFO
980
Tarbox Family Office
California
$71K +$45K +341 +183%
EMG
981
ETF Managers Group
New Jersey
$67K +$9.5K +72 +16%
CHP
982
Cable Hill Partners
Oregon
$66K -$14.4K -109 -18%
JWA
983
JFS Wealth Advisors
Pennsylvania
$66K +$23.2K +176 +57%
DSC
984
Duncker Streett & Co
Missouri
$64K – – –
EFSCE
985
Enterprise Financial Services Corp (EFSC)
Missouri
$63K – – –
VCM
986
Versant Capital Management
Arizona
$63K +$17.8K +135 +41%
MPWT
987
MassMutual Private Wealth & Trust
Connecticut
$62.9K +$41K +311 +203%
QAM
988
QCI Asset Management
New York
$62K -$396 -3 -0.7%
SIC
989
Salem Investment Counselors
North Carolina
$60K – – –
PWM
990
Paulson Wealth Management
Illinois
$57K +$55.3K +419 New
MCA
991
Mercer Capital Advisers
New Jersey
$56K – – –
PFO
992
Pathstone Family Office
New Jersey
$56K +$54.8K +415 New
NCM
993
Northstar Capital Management
New York
$54K +$52.8K +400 New
APA
994
American Portfolios Advisors
New York
$53.7K +$52.3K +396 New
GAM
995
Gemmer Asset Management
California
$53K – – –
WCM
996
Whitener Capital Management
North Carolina
$52K +$51.5K +390 New
BWM
997
Baystate Wealth Management
Massachusetts
$49K – – –
LWM
998
Lenox Wealth Management
Ohio
$47K -$16.4K -124 -26%
PCP
999
Proficio Capital Partners
Massachusetts
$47K +$1.72K +13 +4%
AF
1000
Arrow Financial
New York
$46K – – –
38 39
40
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