We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1001
West Paces Advisors
Georgia
$38.6K – – –
MWM
1002
Mascoma Wealth Management
New Hampshire
$37K – – –
FPB
1003
First PREMIER Bank
South Dakota
$35K +$5.01K +40 +16%
SMG
1004
Spectrum Management Group
Indiana
$34K – – –
TC
1005
Trust Company
Kansas
$34K – – –
JGIA
1006
Jackson Grant Investment Advisers
Connecticut
$33K +$1.25K +10 +4%
NS
1007
NewDay Solutions
New Hampshire
$33K +$34.2K +273 New
WCM
1008
WealthBridge Capital Management
Ohio
$33K +$34.4K +275 New
TCM
1009
Tradewinds Capital Management
Washington
$31K – – –
CFA
1010
Clarfeld Financial Advisors
New York
$31K +$32.8K +262 New
WAP
1011
Wealthcare Advisory Partners
Pennsylvania
$30K -$9.76K -78 -24%
GRP
1012
Global Retirement Partners
California
$30K +$16.9K +135 +121%
ACS
1013
Archford Capital Strategies
Illinois
$29K – – –
PCP
1014
Proficio Capital Partners
Massachusetts
$28K -$30.5K -244 -51%
BWA
1015
Burt Wealth Advisors
Maryland
$28K – – –
QCIG
1016
Quad-Cities Investment Group
Iowa
$27K – – –
WANY
1017
Wealthspire Advisors (New York)
New York
$27K +$28.7K +229 New
AIS
1018
Accurate Investment Solutions
Pennsylvania
$26K +$125 +1 +0.5%
LWCFA
1019
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$13.1K +105 +104%
IC
1020
Inscription Capital
Texas
$25K +$26.2K +209 New
BOPW
1021
Brandywine Oak Private Wealth
Pennsylvania
$25K +$26.7K +213 New
AOWM
1022
Alpha Omega Wealth Management
Virginia
$24K – – –
MFBTD
1023
MB Financial Bank - Trust Department
Illinois
$24K – – –
OSNBOA
1024
Old Second National Bank of Aurora
Illinois
$24K – – –
PFGIA
1025
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
39 40
41
42 43