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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1001
Balboa Wealth Partners
Arizona
$601K +$272K +899 +97%
CP
1002
CenterBook Partners
Connecticut
$600K -$2.34M -7,736 -81%
NIM
1003
Northeast Investment Management
Massachusetts
$599K -$5.15K -17 -0.9%
STCOSD
1004
Sageworth Trust Company of South Dakota
South Dakota
$595K -$27.6K -91 -5%
SAA
1005
Southeast Asset Advisors
Georgia
$594K – – –
VBCG
1006
Valley Brook Capital Group
Pennsylvania
$594K – – –
MAM
1007
Madison Asset Management
Wisconsin
$594K -$37.6K -124 -6%
CIM
1008
Cambria Investment Management
California
$592K +$543K +1,792 New
MGIA
1009
Moneta Group Investment Advisors
Missouri
$591K -$43.3K -143 -7%
AP
1010
Appleton Partners
Massachusetts
$591K -$34.9K -115 -6%
MB
1011
MidFirst Bank
Oklahoma
$590K +$1.51K +5 +0.3%
WB
1012
WesBanco Bank
West Virginia
$586K -$1.21K -4 -0.2%
SAM
1013
Silvercrest Asset Management
New York
$586K -$195K -645 -27%
LIA
1014
LBMC Investment Advisors
Tennessee
$578K – – –
AF
1015
Advisornet Financial
Minnesota
$578K +$12.1K +40 +2%
IAS
1016
Insigneo Advisory Services
Florida
$574K -$34.9K -115 -6%
APP
1017
Avantax Planning Partners
Iowa
$573K -$65.2K -215 -11%
SA
1018
Sylvest Advisors
Texas
$573K – – –
SWM
1019
Salvus Wealth Management
New Jersey
$571K -$8.49K -28 -2%
PBC
1020
Pavion Blue Capital
California
$569K – – –
SFO
1021
Stokes Family Office
Louisiana
$566K -$91.8K -303 -15%
AIM
1022
Advyzon Investment Management
Illinois
$565K -$206K -681 -28%
BWM
1023
Brown Wealth Management
Illinois
$564K -$87.6K -289 -14%
NRS
1024
Neville Rodie & Shaw
New York
$562K – – –
ZBNA
1025
Zions Bancorporation, National Association
Utah
$561K -$45.2K -149 -8%
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