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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
976
Total Wealth Planning & Management
Florida
$418K +$433K +1,736 New
FGP
977
Freestone Grove Partners
California
$417K +$432K +1,730 New
SEA
978
Stegent Equity Advisors
Texas
$416K -$5.74K -23 -1%
RSWM
979
Robertson Stephens Wealth Management
California
$416K +$31.7K +127 +8%
PBC
980
Pavion Blue Capital
California
$415K – – –
EWM
981
Evermay Wealth Management
Virginia
$414K – – –
SI
982
Severin Investments
Missouri
$413K +$428K +1,714 New
PCIA
983
Prime Capital Investment Advisors
Kansas
$412K +$5.99K +24 +1%
NRS
984
Neville Rodie & Shaw
New York
$410K – – –
MBTD
985
Mechanics Bank - Trust Department
California
$410K – – –
BL
986
BFSG LLC
California
$409K -$9.99K -40 -2%
UF
987
Univest Financial
Pennsylvania
$408K – – –
BWM
988
Baron Wealth Management
Michigan
$408K +$78.1K +313 +23%
BMCM
989
Bryn Mawr Capital Management
Pennsylvania
$408K +$30K +120 +8%
NL
990
NWAM LLC
Washington
$407K -$14.2K -57 -3%
CCG
991
Catalina Capital Group
California
$406K +$24.2K +97 +6%
DWM
992
Destination Wealth Management
California
$405K -$999 -4 -0.2%
UAG
993
United Advisor Group
Ohio
$403K +$83.9K +336 +25%
SAM
994
Sawgrass Asset Management
Florida
$402K -$28K -112 -6%
BHWM
995
Bar Harbor Wealth Management
New Hampshire
$399K -$2K -8 -0.5%
GEA
996
Glen Eagle Advisors
New Jersey
$399K – – –
PCP
997
Proficio Capital Partners
Massachusetts
$399K +$413K +1,655 New
GSEP
998
Golden State Equity Partners
California
$397K -$82.9K -332 -17%
TNB
999
Thomasville National Bank
Georgia
$397K -$5.74K -23 -1%
CNTOF
1000
Canandaigua National Trust of Florida
New York
$395K -$2K -8 -0.5%
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40
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