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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1001
WealthBridge Capital Management
Ohio
$33K +$34.4K +275 New
TCM
1002
Tradewinds Capital Management
Washington
$31K – – –
CFA
1003
Clarfeld Financial Advisors
New York
$31K +$32.8K +262 New
WAP
1004
Wealthcare Advisory Partners
Pennsylvania
$30K -$9.76K -78 -24%
GRP
1005
Global Retirement Partners
California
$30K +$16.9K +135 +121%
ACS
1006
Archford Capital Strategies
Illinois
$29K – – –
AAMU
1007
Amundi Asset Management US
Massachusetts
$28.1K -$3.71M -29,651 -11%
PCP
1008
Proficio Capital Partners
Massachusetts
$28K -$30.5K -244 -51%
BWA
1009
Burt Wealth Advisors
Maryland
$28K – – –
QCIG
1010
Quad-Cities Investment Group
Iowa
$27K – – –
WANY
1011
Wealthspire Advisors (New York)
New York
$27K +$28.7K +229 New
AIS
1012
Accurate Investment Solutions
Pennsylvania
$26K +$125 +1 +0.5%
LWCFA
1013
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$13.1K +105 +104%
IC
1014
Inscription Capital
Texas
$25K +$26.2K +209 New
BOPW
1015
Brandywine Oak Private Wealth
Pennsylvania
$25K +$26.7K +213 New
AOWM
1016
Alpha Omega Wealth Management
Virginia
$24K – – –
MFBTD
1017
MB Financial Bank - Trust Department
Illinois
$24K – – –
OSNBOA
1018
Old Second National Bank of Aurora
Illinois
$24K – – –
PFGIA
1019
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
LF
1020
Lee Financial
Texas
$22K – – –
LC
1021
Lavaca Capital
Texas
$22K +$23.3K +186 New
TFO
1022
Tarbox Family Office
California
$22K +$23.3K +186 New
CCM
1023
Cribstone Capital Management
Maine
$20K – – –
NC
1024
NewSquare Capital
Pennsylvania
$20K +$15.8K +126 +307%
AC
1025
Avestar Capital
New York
$19K -$1.13K -9 -5%
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