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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1001
PDS Planning
Ohio
$215K +$228K +1,254 New
AFG
1002
AFS Financial Group
Maryland
$214K – – –
SGC
1003
Slocum, Gordon & Co
Rhode Island
$214K – – –
IC
1004
Inscription Capital
Texas
$214K +$1.09K +6 +0.5%
SPI
1005
Santori & Peters Inc
Pennsylvania
$212K – – –
LCM
1006
Liberty Capital Management
Michigan
$211K – – –
AIA Group
1007
AIA Group
Hong Kong
$210K -$29.1K -160 -12%
SFG
1008
Sovereign Financial Group
Connecticut
$209K – – –
LTI
1009
Laffer Tengler Investments
Tennessee
$209K – – –
CFS
1010
CRA Financial Services
New Jersey
$208K – – –
FNA
1011
First National Advisers
Nebraska
$208K +$13.3K +73 +6%
EP
1012
Edgestream Partners
New Jersey
$208K -$54.9K -302 -20%
CWM
1013
Cornerstone Wealth Management
Missouri
$208K +$221K +1,213 New
WA
1014
Wealth Architects
California
$208K – – –
Moneta Group Investment Advisors
1015
Moneta Group Investment Advisors
Missouri
$207K +$220K +1,210 New
WWP
1016
WR Wealth Planners
Missouri
$207K +$220K +1,210 New
SWA
1017
SFMG Wealth Advisors
Texas
$207K – – –
CreativeOne Wealth
1018
CreativeOne Wealth
Kansas
$207K -$1.64K -9 -0.7%
SIMG
1019
Sonora Investment Management Group
Arizona
$206K +$23.1K +127 +12%
VFA
1020
Voya Financial Advisors
Connecticut
$206K +$22.2K +122 +11%
BIG
1021
Builder Investment Group
Georgia
$206K – – –
CASB
1022
Cape Ann Savings Bank
Massachusetts
$206K – – –
HA
1023
Herold Advisors
New York
$206K – – –
SM
1024
Salzhauer Michael
$206K – – –
Quantbot Technologies
1025
Quantbot Technologies
New York
$206K +$218K +1,200 New