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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
ERSOT
976
Employees Retirement System of Texas
Texas
$513K – – –
CPIG
977
Chicago Partners Investment Group
Illinois
$513K -$96.9K -362 -16%
SWM
978
SeaCrest Wealth Management
New York
$513K -$4.29K -16 -0.9%
PPWP
979
Premier Path Wealth Partners
New Jersey
$509K +$6.96K +26 +1%
4A
980
4Wealth Advisors
Illinois
$509K +$37.5K +140 +8%
ACM
981
Advisors Capital Management
New Jersey
$508K +$4.02K +15 +0.8%
TCBWMS
982
Texas Capital Bank Wealth Management Services
Texas
$507K -$63.2K -236 -12%
CL
983
CSS LLC
Illinois
$503K -$102K -380 -17%
NIM
984
Northeast Investment Management
Massachusetts
$503K -$26.8K -100 -5%
SAA
985
Southeast Asset Advisors
Georgia
$503K +$26.8K +100 +6%
RT
986
Rockland Trust
Massachusetts
$493K -$49.8K -186 -10%
GRP
987
Global Retirement Partners
California
$492K -$57.8K -216 -11%
LIM
988
Longfellow Investment Management
Massachusetts
$490K +$470K +1,755 New
DWM
989
Drive Wealth Management
Utah
$489K -$536 -2 -0.1%
SCP
990
Sivia Capital Partners
California
$489K +$78.7K +294 +20%
LIA
991
LBMC Investment Advisors
Tennessee
$489K +$469K +1,750 New
WB
992
WesBanco Bank
West Virginia
$487K – – –
CB
993
Community Bank
New York
$486K -$155K -580 -25%
BHPW
994
Beverly Hills Private Wealth
California
$485K -$268 -1 -0.1%
MWM
995
Modern Wealth Management
Kansas
$485K +$1.07K +4 +0.2%
SA
996
Sylvest Advisors
Texas
$484K -$28.1K -105 -6%
PCS
997
Personal CFO Solutions
New Jersey
$484K +$19.3K +72 +4%
CAM
998
Cidel Asset Management
Ontario, Canada
$484K -$76.1K -284 -14%
PBC
999
Pavion Blue Capital
California
$481K – – –
DWM
1000
Destination Wealth Management
California
$481K -$4.82K -18 -1%
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40
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