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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1001
West Family Investments
California
$243K +$221K +1,278 New
GRP
1002
Global Retirement Partners
California
$243K +$66.7K +385 +45%
CSC
1003
Caldwell Sutter Capital
California
$242K -$519 -3 -0.2%
IC
1004
Inscription Capital
Texas
$242K +$1.21K +7 +0.6%
WBC
1005
Westpac Banking Corp
Australia
$242K -$833K -4,808 -79%
STA
1006
Summit Trail Advisors
New York
$238K -$14.9K -86 -6%
SGC
1007
Slocum, Gordon & Co
Rhode Island
$238K – – –
WAP
1008
Wealthcare Advisory Partners
Pennsylvania
$238K +$519 +3 +0.2%
LT
1009
Legacy Trust
Michigan
$237K – – –
SPI
1010
Santori & Peters Inc
Pennsylvania
$236K – – –
OPA
1011
Old Port Advisors
Maine
$235K -$2.94K -17 -1%
JWM
1012
Janiczek Wealth Management
Colorado
$235K -$1.91K -11 -0.9%
SG
1013
StoneX Group
New York
$235K +$213K +1,233 New
VFA
1014
Voya Financial Advisors
Connecticut
$235K -$8.31K -48 -4%
SWA
1015
SFMG Wealth Advisors
Texas
$234K -$519 -3 -0.2%
LCM
1016
Liberty Capital Management
Michigan
$234K – – –
SFI
1017
SPC Financial Inc
Maryland
$234K +$212K +1,226 New
PA
1018
PFG Advisors
Arizona
$233K +$212K +1,224 New
ASG
1019
Ariston Services Group
California
$232K +$211K +1,220 New
SIA
1020
Schear Investment Advisers
Ohio
$232K -$14.4K -83 -6%
LTI
1021
Laffer Tengler Investments
Tennessee
$232K – – –
CFS
1022
CRA Financial Services
New Jersey
$231K +$210K +1,215 New
WWP
1023
WR Wealth Planners
Missouri
$231K +$173 +1 +0.1%
WCF
1024
West Coast Financial
California
$230K +$209K +1,209 New
SWA
1025
Sax Wealth Advisors
New Jersey
$230K +$209K +1,208 New
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