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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
976
Congress Wealth Management
Massachusetts
$230K +$9.09K +50 +4%
BMCM
977
Bryn Mawr Capital Management
Pennsylvania
$229K
LT
978
Legacy Trust
Michigan
$229K +$6K +33 +3%
DFG
979
Delta Financial Group
New Jersey
$228K +$546 +3 +0.2%
JWM
980
Janiczek Wealth Management
Colorado
$228K -$19.5K -107 -7%
RCAG
981
Rehmann Capital Advisory Group
Michigan
$227K -$9.09K -50 -4%
PI
982
Pettee Investors
Connecticut
$227K
WPC
983
Wedmont Private Capital
Pennsylvania
$226K +$29.5K +162 +14%
WI
984
Wedgewood Investors
Pennsylvania
$226K
PCMC
985
Paragon Capital Management (Colorado)
Colorado
$225K -$1.09K -6 -0.5%
FAM
986
Formidable Asset Management
Ohio
$224K
WA
987
Waverly Advisors
Alabama
$224K +$2.91K +16 +1%
EBA
988
Eagle Bay Advisors
New York
$224K -$47.3K -260 -17%
VST
989
Van Strum & Towne
California
$224K
HFG
990
Heron Financial Group
New York
$223K +$237K +1,303 New
DAM
991
Delta Asset Management
Tennessee
$222K -$73.5K -404 -24%
DWM
992
Drive Wealth Management
Utah
$221K +$32.2K +177 +16%
FTC
993
Farmers Trust Company
Ohio
$221K
LOPW
994
Live Oak Private Wealth
North Carolina
$220K
CT
995
Caldwell Trust
Florida
$220K +$8.18K +45 +4%
GW
996
GW & Wade
Massachusetts
$219K -$53.3K -293 -19%
CL
997
Choreo LLC
Illinois
$217K +$230K +1,265 New
DP
998
Dearborn Partners
Illinois
$216K
PP
999
PDS Planning
Ohio
$215K +$228K +1,254 New
AFG
1000
AFS Financial Group
Maryland
$214K