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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
976
Ponta Wealth Partners
Florida
$571K +$17K +58 +3%
APP
977
Avantax Planning Partners
Iowa
$569K -$26.1K -89 -4%
LIM
978
Leavell Investment Management
Alabama
$568K -$65.9K -225 -10%
CPBTD
979
Central Pacific Bank - Trust Division
Hawaii
$567K +$163K +557 +40%
AIP
980
Ameritas Investment Partners
Nebraska
$566K -$16.7K -57 -3%
ST
981
Spinnaker Trust
Maine
$565K +$9.67K +33 +2%
ACM
982
Advisors Capital Management
New Jersey
$565K +$43.1K +147 +8%
MGIA
983
Moneta Group Investment Advisors
Missouri
$564K -$44.5K -152 -7%
MIM
984
Marco Investment Management
Georgia
$563K -$586 -2 -0.1%
MAM
985
Madison Asset Management
Wisconsin
$561K -$59.8K -204 -10%
CWM
986
Cahaba Wealth Management
Georgia
$557K +$15.2K +52 +3%
IWM
987
Iams Wealth Management
Nebraska
$556K +$211K +720 +61%
LFA
988
Legacy Financial Advisors
Kentucky
$556K +$92.3K +315 +20%
AP
989
Appleton Partners
Massachusetts
$555K -$59.5K -203 -10%
LSV Asset Management
990
LSV Asset Management
Illinois
$554K
STCOSD
991
Sageworth Trust Company of South Dakota
South Dakota
$552K -$12K -41 -2%
AWE
992
Avidian Wealth Enterprises
Texas
$549K +$242K +827 +78%
AIA
993
Affinity Investment Advisors
California
$547K +$550K +1,876 New
PAM
994
Peak Asset Management
Colorado
$545K
SWM
995
Stockman Wealth Management
Montana
$543K
IAS
996
Insigneo Advisory Services
Florida
$541K -$173K -591 -24%
BCA
997
Bay Colony Advisors
Massachusetts
$540K -$12.3K -42 -2%
ZBNA
998
Zions Bancorporation, National Association
Utah
$539K -$802K -2,738 -60%
EA
999
Everpar Advisors
Oklahoma
$538K +$101K +345 +23%
NIM
1000
Northeast Investment Management
Massachusetts
$534K +$9.37K +32 +2%