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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1001
Wealthcare Advisory Partners
Pennsylvania
$325K +$35.3K +165 +13%
CCG
1002
Catalina Capital Group
California
$324K +$301K +1,410 New
JWA
1003
JFS Wealth Advisors
Pennsylvania
$324K -$10.7K -50 -3%
RCAG
1004
Rehmann Capital Advisory Group
Michigan
$324K +$5.98K +28 +2%
OC
1005
Oakworth Capital
Alabama
$324K -$214 -1 -0.1%
NHT
1006
New Hampshire Trust
New Hampshire
$322K
FMTC
1007
Farmers & Merchants Trust Company
California
$321K -$108K -507 -27%
LJAC
1008
L.J. Altfest & Co
New York
$320K +$15K +70 +5%
CWM
1009
Calamos Wealth Management
Illinois
$320K +$7.26K +34 +3%
WFI
1010
West Family Investments
California
$319K +$23.3K +109 +9%
SSWM
1011
Strait & Sound Wealth Management
California
$317K
QC
1012
Quent Capital
New York
$316K +$48.3K +226 +20%
FNT
1013
First Nebraska Trust
Nebraska
$315K
MGIA
1014
Moneta Group Investment Advisors
Missouri
$315K -$8.12K -38 -3%
CAG
1015
Crestwood Advisors Group
Massachusetts
$315K -$4.06K -19 -1%
MCM
1016
Monument Capital Management
Virginia
$314K +$7.05K +33 +2%
TW
1017
TrinityPoint Wealth
Connecticut
$313K -$41.7K -195 -13%
SPA
1018
Sherbrooke Park Advisers
New York
$310K -$190K -888 -40%
GWWM
1019
Great Waters Wealth Management
Minnesota
$309K
RWP
1020
RWA Wealth Partners
Massachusetts
$309K -$89.5K -419 -24%
SWM
1021
Soundmark Wealth Management
Washington
$308K
HNWA
1022
Henrickson Nauta Wealth Advisors
Michigan
$307K
EARNEST Partners
1023
EARNEST Partners
Georgia
$305K +$1.5K +7 +0.5%
LTAS
1024
Linden Thomas Advisory Services
North Carolina
$305K +$283K +1,324 New
NMM
1025
Naples Money Management
Florida
$304K