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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1001
Delta Asset Management
Tennessee
$212K – – –
CRC
1002
Curi RMB Capital
Illinois
$211K +$835 +5 +0.4%
ERIM
1003
Eagle Ridge Investment Management
Connecticut
$211K -$18.4K -110 -8%
AO
1004
Advisor OS
Illinois
$211K -$690K -4,134 -76%
DLCIG
1005
D.L. Carlson Investment Group
New Hampshire
$211K -$43.8K -262 -17%
LOPW
1006
Live Oak Private Wealth
North Carolina
$210K – – –
CCA
1007
Cobblestone Capital Advisors
New York
$210K +$215K +1,286 New
PP
1008
PDS Planning
Ohio
$209K -$50.1K -300 -19%
CWM
1009
Congress Wealth Management
Massachusetts
$208K -$29.7K -178 -12%
CSC
1010
Caldwell Sutter Capital
California
$208K +$5.34K +32 +3%
FFA
1011
First Foundation Advisors
California
$208K -$4.17K -25 -2%
IC
1012
Inscription Capital
Texas
$206K +$1.17K +7 +0.6%
OPA
1013
Old Port Advisors
Maine
$205K +$209K +1,253 New
SGC
1014
Slocum, Gordon & Co
Rhode Island
$204K +$209K +1,250 New
JWM
1015
Janiczek Wealth Management
Colorado
$203K +$5.18K +31 +3%
WAP
1016
Wealthcare Advisory Partners
Pennsylvania
$203K +$2.5K +15 +1%
LT
1017
Legacy Trust
Michigan
$203K -$17.2K -103 -8%
LSPW
1018
Lake Street Private Wealth
Illinois
$203K +$202K +1,210 New
SPI
1019
Santori & Peters Inc
Pennsylvania
$202K – – –
SWA
1020
SFMG Wealth Advisors
Texas
$202K +$835 +5 +0.4%
LCM
1021
Liberty Capital Management
Michigan
$201K – – –
MGIA
1022
Moneta Group Investment Advisors
Missouri
$201K -$16.9K -101 -8%
WA
1023
Wealth Architects
California
$200K +$3.34K +20 +2%
PI
1024
PEAK6 Investments
Illinois
$199K -$726K -4,350 -78%
LTI
1025
Laffer Tengler Investments
Tennessee
$199K – – –
39 40
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