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Travelers Companies

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