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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
WE
976
Wealth Effects
Massachusetts
$261K +$173 +1 +0.1%
CWM
977
Calamos Wealth Management
Illinois
$258K -$38.6K -223 -14%
PS
978
Principal Securities
Iowa
$258K +$234K +1,354 New
GWWM
979
Great Waters Wealth Management
Minnesota
$257K +$519 +3 +0.2%
AL
980
Aspiriant LLC
California
$256K +$233K +1,344 New
PDM
981
Penn Davis McFarland
Texas
$256K +$233K +1,344 New
SWM
982
Soundmark Wealth Management
Washington
$255K
DLCIG
983
D.L. Carlson Investment Group
New Hampshire
$254K -$22.3K -129 -10%
CASB
984
Cape Ann Savings Bank
Massachusetts
$254K +$208K +1,200 New
MCM
985
Monument Capital Management
Virginia
$253K +$230K +1,330 New
MFG
986
Monte Financial Group
Connecticut
$253K -$3.97M -22,922 -95%
CIA
987
Capital Investment Advisors
Georgia
$253K +$230K +1,329 New
TPI
988
Trust Point Inc
Wisconsin
$252K +$229K +1,325 New
NMM
989
Naples Money Management
Florida
$252K +$229K +1,323 New
LJAC
990
L.J. Altfest & Co
New York
$252K -$45.2K -261 -16%
EARNEST Partners
991
EARNEST Partners
Georgia
$251K -$1.73K -10 -0.8%
VST
992
Van Strum & Towne
California
$248K
DAM
993
Delta Asset Management
Tennessee
$248K +$1.04K +6 +0.5%
FAM
994
Formidable Asset Management
Ohio
$247K -$6.23K -36 -3%
ERIM
995
Eagle Ridge Investment Management
Connecticut
$246K
BIG
996
Brooklyn Investment Group
New York
$245K +$223K +1,287 New
CT
997
Caldwell Trust
Florida
$245K -$8.14K -47 -4%
LOPW
998
Live Oak Private Wealth
North Carolina
$245K
CCM
999
Carlson Capital Management
Minnesota
$245K -$112K -647 -33%
CRC
1000
Curi RMB Capital
Illinois
$244K -$2.08K -12 -0.9%