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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1001
AGH Wealth Advisors
Kansas
$394K +$408K +1,635 New
GVCM
1002
Global View Capital Management
Wisconsin
$394K +$408K +1,634 New
FG
1003
Fiduciary Group
Georgia
$393K – – –
GRP
1004
Global Retirement Partners
California
$392K -$32.5K -130 -7%
FWM
1005
ForthRight Wealth Management
Georgia
$392K -$7.74K -31 -2%
BCM
1006
Brookstone Capital Management
Illinois
$392K +$47.4K +190 +13%
PP
1007
PrairieView Partners
Minnesota
$391K +$18.7K +75 +5%
FFA
1008
Florida Financial Advisors
Florida
$390K -$4.24K -17 -1%
HFM
1009
Harvest Fund Management
China
$389K +$272K +1,088 +206%
NG
1010
Novem Group
New York
$388K +$402K +1,609 New
PJSIMP
1011
P.J. Schmidt Investment Management (PJS)
Wisconsin
$387K – – –
WAP
1012
Wealthcare Advisory Partners
Pennsylvania
$383K +$63.4K +254 +19%
LS
1013
Livforsakringsbolaget Skandia
Sweden
$381K – – –
WFI
1014
West Family Investments
California
$381K -$4.49K -18 -1%
KFS
1015
Kurt F. Somerville
$379K – – –
CT
1016
Colonial Trust
South Carolina
$377K +$25.2K +101 +7%
BHBT
1017
Burke & Herbert Bank & Trust
Virginia
$376K – – –
SQA
1018
Simon Quick Advisors
New Jersey
$374K +$32.5K +130 +9%
DTL
1019
Dynamic Technology Lab
Singapore
$373K -$792K -3,173 -67%
BBNA
1020
Bremer Bank National Association
Minnesota
$371K -$2.5K -10 -0.6%
PCA
1021
Pallas Capital Advisors
Massachusetts
$371K +$28.2K +113 +8%
RG
1022
Renaissance Group
Kentucky
$371K -$7.49K -30 -2%
MCM
1023
Monument Capital Management
Virginia
$370K +$56.4K +226 +17%
SSB
1024
Sandy Spring Bank
Maryland
$369K +$22.2K +89 +6%
BSTWA
1025
Blake Schutter Theil Wealth Advisors
Ohio
$369K – – –
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