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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1001
Fisher Asset Management
Washington
$235K +$226K +1,255 New
IPW
1002
Invictus Private Wealth
Colorado
$235K +$225K +1,252 New
AFG
1003
AFS Financial Group
Maryland
$234K +$225K +1,250 New
SGC
1004
Slocum, Gordon & Co
Rhode Island
$234K +$225K +1,250 New
IC
1005
Inscription Capital
Texas
$233K +$223K +1,241 New
CT
1006
Caldwell Trust
Florida
$232K +$8.81K +49 +4%
SPI
1007
Santori & Peters Inc
Pennsylvania
$232K +$222K +1,236 New
LCM
1008
Liberty Capital Management
Michigan
$231K +$221K +1,230 New
CCFCSB
1009
Cape Cod Five Cents Savings Bank
Massachusetts
$230K +$221K +1,227 New
RSWM
1010
Robertson Stephens Wealth Management
California
$229K -$44.3K -246 -17%
TLP
1011
Trinity Legacy Partners
Texas
$229K +$219K +1,220 New
SFG
1012
Sovereign Financial Group
Connecticut
$229K +$219K +1,220 New
LTI
1013
Laffer Tengler Investments
Tennessee
$228K – – –
CW
1014
CreativeOne Wealth
Kansas
$228K +$219K +1,215 New
CFS
1015
CRA Financial Services
New Jersey
$228K +$219K +1,215 New
WA
1016
Wealth Architects
California
$227K +$218K +1,211 New
FM
1017
Family Management
New York
$227K +$217K +1,209 New
SWA
1018
SFMG Wealth Advisors
Texas
$226K +$217K +1,208 New
BIG
1019
Builder Investment Group
Georgia
$225K +$216K +1,200 New
CASB
1020
Cape Ann Savings Bank
Massachusetts
$225K +$216K +1,200 New
HA
1021
Herold Advisors
New York
$225K +$216K +1,200 New
SM
1022
Salzhauer Michael
$225K +$216K +1,200 New
ACA
1023
Anchor Capital Advisors
Massachusetts
$225K +$216K +1,198 New
Fayez Sarofim & Co
1024
Fayez Sarofim & Co
Texas
$224K +$215K +1,197 New
OC
1025
Oakworth Capital
Alabama
$224K -$3.78K -21 -2%