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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
ILI
976
Invesco LLC (Illinois)
Illinois
$465K -$5.01K -19 -1%
BHPW
977
Beverly Hills Private Wealth
California
$465K -$65.1K -247 -12%
PP
978
PrairieView Partners
Minnesota
$464K – – –
MWM
979
Modern Wealth Management
Kansas
$464K +$3.16K +12 +0.7%
PBC
980
Pavion Blue Capital
California
$461K – – –
AIM
981
Athena Investment Management
California
$460K -$50.1K -190 -10%
EWM
982
Evermay Wealth Management
Virginia
$457K -$2.64K -10 -0.6%
SAA
983
Southeast Asset Advisors
Georgia
$455K +$448K +1,700 New
NL
984
NWAM LLC
Washington
$454K +$451K +1,711 New
NRS
985
Neville Rodie & Shaw
New York
$454K – – –
CIBC World Market
986
CIBC World Market
Ontario, Canada
$453K -$4.39M -16,651 -91%
AP
987
Appleton Partners
Massachusetts
$450K -$24.8K -94 -5%
4A
988
4Wealth Advisors
Illinois
$450K -$5.8K -22 -1%
T
989
Transce3nd
Texas
$449K – – –
WPP
990
Whalerock Point Partners
Rhode Island
$449K – – –
CAM
991
Cozad Asset Management
Illinois
$447K +$26.6K +101 +6%
MPWT
992
MassMutual Private Wealth & Trust
Connecticut
$445K +$106K +402 +32%
TWPM
993
Total Wealth Planning & Management
Florida
$445K -$28.7K -109 -6%
PCS
994
Personal CFO Solutions
New Jersey
$445K +$232K +880 +113%
BL
995
BFSG LLC
California
$444K – – –
CNTOF
996
Canandaigua National Trust of Florida
New York
$441K – – –
SF
997
Summit Financial
New Jersey
$440K +$68.8K +261 +19%
SFC
998
SYM Financial Corp
Indiana
$439K +$14.8K +56 +4%
HFM
999
Harvest Fund Management
China
$437K +$10.8K +41 +3%
FG
1000
Fiduciary Group
Georgia
$437K – – –