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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
976
Prestige Wealth Management Group
New Jersey
$124K +$8.08K +55 +7%
IFAM
977
Institutional & Family Asset Management
Colorado
$123K -$27.9K -190 -19%
GLLW
978
Graves Light Lenhart Wealth
Virginia
$123K – – –
AWA
979
Arkadios Wealth Advisors
Georgia
$123K +$29.5K +201 +32%
IF
980
Ironwood Financial
Arizona
$122K +$57.2K +389 +93%
FPFS
981
First Personal Financial Services
North Carolina
$121K – – –
TIM
982
Tortoise Investment Management
New York
$120K +$294 +2 +0.3%
FF
983
FourThought Financial
Florida
$116K -$117K -796 -51%
WPA
984
West Paces Advisors
Georgia
$114K +$75.6K +514 +212%
VNA
985
Valley National Advisers
Pennsylvania
$109K -$294 -2 -0.3%
CHC
986
City Holding Co
West Virginia
$107K – – –
CB
987
CNB Bank
Pennsylvania
$105K – – –
ATC
988
Adirondack Trust Company
New York
$102K -$8.08K -55 -7%
HWA
989
HHM Wealth Advisors
Tennessee
$98K – – –
MMG
990
Monetary Management Group
Missouri
$98K +$22K +150 +30%
CAC
991
Certified Advisory Corp
Florida
$97K +$94.5K +643 New
PK
992
Pflug Koory
Nebraska
$96K -$29.4K -200 -24%
DWA
993
Dougherty Wealth Advisers
Minnesota
$94K – – –
PFSC
994
Peoples Financial Services Corp
Pennsylvania
$92K – – –
MCM
995
MV Capital Management
Maryland
$91K +$588 +4 +0.7%
PFGIA
996
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$3.09K +21 +4%
SIC
997
Salem Investment Counselors
North Carolina
$87K – – –
SIA
998
Sit Investment Associates
Minnesota
$87K – – –
EFSCE
999
Enterprise Financial Services Corp (EFSC)
Missouri
$87K +$17.3K +118 +26%
BCA
1000
Berman Capital Advisors
Georgia
$87K +$20.9K +142 +32%
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40
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