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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1001
Capital Analysts LLC
Pennsylvania
$2K – – –
CFN
1002
Cordasco Financial Network
Florida
$2K – – –
PO
1003
Private Ocean
California
$2K – – –
AA
1004
Advisory Alpha
Michigan
$2K +$1.72K +15 New
PWM
1005
Provident Wealth Management
Tennessee
$2K +$1.83K +16 New
TFA
1006
Transamerica Financial Advisors
Florida
$1K -$203K -1,774 -99%
BBHC
1007
Brown Brothers Harriman & Co
New York
$1K – – –
CTB
1008
Country Trust Bank
Illinois
$1K – – –
EWM
1009
Edge Wealth Management
New York
$1K – – –
PCFFS
1010
Pacific Center for Financial Services
California
$1K – – –
TCM
1011
Tanaka Capital Management
New York
$1K – – –
HR
1012
Howe & Rusling
New York
$1K +$229 +2 +20%
ONST
1013
Old North State Trust
North Carolina
$1K +$803 +7 New
TFM
1014
TFC Financial Management
Massachusetts
$1K +$803 +7 New
FMP
1015
Financial Management Professionals
Texas
$1K +$917 +8 New
EIP
1016
Ellis Investment Partners
Pennsylvania
$1K +$1.15K +10 New
BFG
1017
Baron Financial Group
New Jersey
$325 +$344 +3 New
WIM
1018
Westside Investment Management
California
$16 -$75.4K -658 -81%
Royal London Asset Management
1019
Royal London Asset Management
United Kingdom
– -$11.1M -98,521 Closed
GF
1020
Gabelli Funds
New York
– -$10.9M -96,000 Closed
ESCM
1021
Echo Street Capital Management
New York
– -$9.12M -79,960 Closed
CCT
1022
Capital City Trust
Florida
– -$3.8M -33,329 Closed
PP
1023
Paloma Partners
Connecticut
– -$3.59M -31,477 Closed
Allianz Asset Management
1024
Allianz Asset Management
Germany
– -$3.15M -27,574 Closed
CI
1025
CAZ Investments
Texas
– -$2.62M -23,000 Closed