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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
1001
Norway Savings Bank
Maine
$6K – – –
SFG
1002
SevenBridge Financial Group
Pennsylvania
$6K – – –
SFSIG
1003
San Francisco Sentry Investment Group
California
$6K +$5.79K +47 New
HWP
1004
Hefty Wealth Partners
Indiana
$5K – – –
HIM
1005
Hillsdale Investment Management
Ontario, Canada
$5K – – –
PK
1006
Pflug Koory
Nebraska
$5K – – –
CFD
1007
Creative Financial Designs
Indiana
$5K +$3.08K +25 +156%
CTB
1008
Country Trust Bank
Illinois
$5K +$5.05K +41 New
IWM
1009
IHT Wealth Management
Illinois
$5K +$40K +325 +150%
NCM
1010
Nelson Capital Management
California
$4K +$12.3K +100 New
PHK
1011
Point72 Hong Kong
Hong Kong
$3K -$48.5K -394 -95%
HT
1012
Heritage Trust
Oklahoma
$3K – – –
TDC
1013
Thompson Davis & Co
Virginia
$3K – – –
WCM
1014
Wealthcare Capital Management
Virginia
$3K – – –
NR
1015
Newfound Research
Massachusetts
$3K +$246 +2 +11%
CFN
1016
Cordasco Financial Network
Florida
$2K – – –
GWS
1017
Glassman Wealth Services
Virginia
$2K – – –
WAM
1018
Watermark Asset Management
California
$2K – – –
SIAP
1019
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$2.22K +18 New
EWM
1020
Edge Wealth Management
New York
$1K – – –
PCFFS
1021
Pacific Center for Financial Services
California
$1K – – –
TCM
1022
Tanaka Capital Management
New York
$1K – – –
PFGIA
1023
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.35K +11 New
N
1024
Natixis
France
– -$29.6M -245,741 Closed
FP
1025
Foundry Partners
Minnesota
– -$16.4M -135,885 Closed
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