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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1001
Fiduciary Group
Georgia
$432K – – –
PW
1002
PUREfi Wealth
Massachusetts
$432K +$407K +1,633 New
BHWM
1003
Bar Harbor Wealth Management
New Hampshire
$430K -$7.72K -31 -2%
UF
1004
Univest Financial
Pennsylvania
$430K -$16.9K -68 -4%
HPM
1005
Hudson Portfolio Management
New York
$428K +$101K +407 +34%
CAG
1006
Crestwood Advisors Group
Massachusetts
$428K -$216K -867 -35%
AWA
1007
AGH Wealth Advisors
Kansas
$427K -$5.48K -22 -1%
SWM
1008
Segment Wealth Management
Texas
$426K +$93.4K +375 +30%
CASB
1009
Cape Ann Savings Bank
Massachusetts
$423K +$99.7K +400 +33%
HFM
1010
Harvest Fund Management
China
$421K -$5.23K -21 -1%
SFC
1011
SYM Financial Corp
Indiana
$419K +$71.3K +286 +22%
LS
1012
Livforsakringsbolaget Skandia
Sweden
$418K – – –
WFI
1013
West Family Investments
California
$418K – – –
PPWP
1014
Premier Path Wealth Partners
New Jersey
$418K +$20.4K +82 +5%
MGIA
1015
Moneta Group Investment Advisors
Missouri
$418K -$47.6K -191 -11%
HCPC
1016
Hamilton Capital Partners (Canada)
$417K +$393K +1,577 New
NG
1017
Novem Group
New York
$417K -$8.22K -33 -2%
KFS
1018
Kurt F. Somerville
$417K – – –
PJSIMP
1019
P.J. Schmidt Investment Management (PJS)
Wisconsin
$415K -$8.72K -35 -2%
CAM
1020
Cozad Asset Management
Illinois
$415K -$259K -1,038 -40%
GSEP
1021
Golden State Equity Partners
California
$413K -$21.2K -85 -5%
BHBT
1022
Burke & Herbert Bank & Trust
Virginia
$413K – – –
GEA
1023
Glen Eagle Advisors
New Jersey
$411K -$24.9K -100 -6%
FWM
1024
ForthRight Wealth Management
Georgia
$409K -$20.7K -83 -5%
MCM
1025
Manchester Capital Management
Vermont
$408K +$19.7K +79 +5%
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