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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1001
Gables Capital Management
Florida
$19K
KPCM
1002
Kings Point Capital Management
New York
$19K
LA
1003
Legacy Advisors
Pennsylvania
$19K +$9.29K +72 +96%
RWG
1004
Regal Wealth Group
California
$18K
IF
1005
Ironwood Financial
Arizona
$18K +$17.9K +139 New
CAG
1006
Csenge Advisory Group
Florida
$18K +$19K +147 New
RWM
1007
Raffa Wealth Management
District of Columbia
$16.9K
CAM
1008
Close Asset Management
United Kingdom
$15K
GRP
1009
Global Retirement Partners
California
$15K
ME
1010
McIlrath & Eck
Washington
$15K
ECM
1011
Exchange Capital Management
Michigan
$15K +$10.8K +84 +255%
WF
1012
WealthTrust Fairport
Ohio
$15K +$15.2K +118 New
TC
1013
Truvestments Capital
Florida
$15K +$15.4K +119 New
BFC
1014
Bedel Financial Consulting
Indiana
$14K
HIIFS
1015
Harel Insurance Investments & Financial Services
Israel
$14K
NSIM
1016
North Star Investment Management
Illinois
$14K
RAM
1017
Riggs Asset Management
Pennsylvania
$14K
PW
1018
Price Wealth
Texas
$13K -$30.6K -237 -70%
BRC
1019
Bell Rock Capital
Delaware
$13K
LWCFA
1020
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
MA
1021
MCF Advisors
Kentucky
$13K
HR
1022
Howe & Rusling
New York
$13K +$2.19K +17 +21%
CWA
1023
Clarus Wealth Advisors
Arizona
$12K
PWAG
1024
Polaris Wealth Advisory Group
California
$12K +$11K +85 +850%
Lazard Asset Management
1025
Lazard Asset Management
New York
$11K +$903 +7 +9%