TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1001
IFP Advisors
Florida
$212K +$26.7K +160 +14%
CAG
1002
Crestwood Advisors Group
Massachusetts
$212K +$217K +1,299 New
DAM
1003
Delta Asset Management
Tennessee
$212K – – –
CRC
1004
Curi RMB Capital
Illinois
$211K +$835 +5 +0.4%
ERIM
1005
Eagle Ridge Investment Management
Connecticut
$211K -$18.4K -110 -8%
AO
1006
Advisor OS
Illinois
$211K -$690K -4,134 -76%
DLCIG
1007
D.L. Carlson Investment Group
New Hampshire
$211K -$43.8K -262 -17%
LOPW
1008
Live Oak Private Wealth
North Carolina
$210K – – –
CCA
1009
Cobblestone Capital Advisors
New York
$210K +$215K +1,286 New
PP
1010
PDS Planning
Ohio
$209K -$50.1K -300 -19%
CWM
1011
Congress Wealth Management
Massachusetts
$208K -$29.7K -178 -12%
CSC
1012
Caldwell Sutter Capital
California
$208K +$5.34K +32 +3%
FFA
1013
First Foundation Advisors
California
$208K -$4.17K -25 -2%
IC
1014
Inscription Capital
Texas
$206K +$1.17K +7 +0.6%
OPA
1015
Old Port Advisors
Maine
$205K +$209K +1,253 New
SGC
1016
Slocum, Gordon & Co
Rhode Island
$204K +$209K +1,250 New
JWM
1017
Janiczek Wealth Management
Colorado
$203K +$5.18K +31 +3%
WAP
1018
Wealthcare Advisory Partners
Pennsylvania
$203K +$2.5K +15 +1%
LT
1019
Legacy Trust
Michigan
$203K -$17.2K -103 -8%
LSPW
1020
Lake Street Private Wealth
Illinois
$203K +$202K +1,210 New
SPI
1021
Santori & Peters Inc
Pennsylvania
$202K – – –
SWA
1022
SFMG Wealth Advisors
Texas
$202K +$835 +5 +0.4%
LCM
1023
Liberty Capital Management
Michigan
$201K – – –
MGIA
1024
Moneta Group Investment Advisors
Missouri
$201K -$16.9K -101 -8%
WA
1025
Wealth Architects
California
$200K +$3.34K +20 +2%
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