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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
1001
Heron Financial Group
New York
$226K – – –
CW
1002
CreativeOne Wealth
Kansas
$226K +$16.4K +93 +8%
FFA
1003
First Foundation Advisors
California
$225K +$229K +1,296 New
DAM
1004
Delta Asset Management
Tennessee
$225K – – –
CRC
1005
Curi RMB Capital
Illinois
$224K -$25.2K -143 -10%
LOPW
1006
Live Oak Private Wealth
North Carolina
$223K – – –
RSWM
1007
Robertson Stephens Wealth Management
California
$223K -$22.2K -126 -9%
FTC
1008
Farmers Trust Company
Ohio
$223K -$882 -5 -0.4%
CL
1009
Choreo LLC
Illinois
$222K +$2.29K +13 +1%
HH
1010
Hilltop Holdings
Texas
$220K +$223K +1,264 New
DP
1011
Dearborn Partners
Illinois
$219K – – –
VFA
1012
Voya Financial Advisors
Connecticut
$218K +$12.2K +69 +6%
IC
1013
Inscription Capital
Texas
$218K +$1.24K +7 +0.6%
CSC
1014
Caldwell Sutter Capital
California
$216K +$68.3K +387 +45%
BFM
1015
Boothbay Fund Management
New York
$216K -$256K -1,454 -54%
EBA
1016
Eagle Bay Advisors
New York
$216K -$11.3K -64 -5%
AAMC
1017
Asset Allocation & Management Company
Illinois
$215K -$686K -3,888 -76%
SPI
1018
Santori & Peters Inc
Pennsylvania
$215K – – –
PA
1019
PFG Advisors
Arizona
$214K +$217K +1,233 New
LCM
1020
Liberty Capital Management
Michigan
$214K – – –
WAP
1021
Wealthcare Advisory Partners
Pennsylvania
$213K +$217K +1,229 New
SWA
1022
SFMG Wealth Advisors
Texas
$213K +$3.7K +21 +2%
JCIA
1023
Jackson Creek Investment Advisors
Colorado
$213K +$217K +1,228 New
CMBA
1024
C.M. Bidwell & Associates
Hawaii
$213K +$216K +1,225 New
SFG
1025
Sovereign Financial Group
Connecticut
$212K – – –
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