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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1001
Strait & Sound Wealth Management
California
$281K -$11.8K -55 -4%
RCAG
1002
Rehmann Capital Advisory Group
Michigan
$280K -$6.23K -29 -2%
QC
1003
Quent Capital
New York
$280K +$215 +1 +0.1%
HNWA
1004
Henrickson Nauta Wealth Advisors
Michigan
$279K – – –
SQA
1005
Simon Quick Advisors
New Jersey
$277K +$293K +1,363 New
BIG
1006
Brooklyn Investment Group
New York
$276K – – –
GWWM
1007
Great Waters Wealth Management
Minnesota
$275K +$1.5K +7 +0.5%
FNT
1008
First Nebraska Trust
Nebraska
$273K -$5.37K -25 -2%
FOA
1009
Five Oceans Advisors
California
$273K -$35.7K -166 -11%
CWM
1010
Calamos Wealth Management
Illinois
$273K -$10.1K -47 -3%
RWP
1011
RWA Wealth Partners
Massachusetts
$273K – – –
TW
1012
TrinityPoint Wealth
Connecticut
$271K -$5.59K -26 -2%
NMM
1013
Naples Money Management
Florida
$271K +$2.79K +13 +1%
SFS
1014
Strategic Financial Services
New York
$271K +$286K +1,332 New
CIA
1015
Capital Investment Advisors
Georgia
$271K +$26.7K +124 +10%
OPA
1016
Old Port Advisors
Maine
$270K +$5.59K +26 +2%
JWA
1017
JFS Wealth Advisors
Pennsylvania
$270K -$17.8K -83 -6%
WFI
1018
West Family Investments
California
$268K -$14.4K -67 -5%
SS
1019
Sunbelt Securities
Texas
$268K +$215 +1 +0.1%
NQWM
1020
Northwest Quadrant Wealth Management
Oregon
$268K +$1.07K +5 +0.4%
MFIM
1021
Mesirow Financial Investment Management
Illinois
$268K -$130K -604 -32%
IC
1022
Inscription Capital
Texas
$267K – – –
BAM
1023
Blueshift Asset Management
New Jersey
$267K +$282K +1,311 New
WE
1024
Wealth Effects
Massachusetts
$266K -$3.22K -15 -1%
VST
1025
Van Strum & Towne
California
$265K – – –
39 40
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42 43