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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1001
AGH Wealth Advisors
Kansas
$435K +$3.69K +14 +0.9%
BHWM
1002
Bar Harbor Wealth Management
New Hampshire
$435K – – –
UF
1003
Univest Financial
Pennsylvania
$435K – – –
HI
1004
Harbour Investments
Wisconsin
$435K +$113K +429 +36%
HCM
1005
Howland Capital Management
Massachusetts
$434K -$27.9K -106 -6%
HPM
1006
Hudson Portfolio Management
New York
$433K – – –
SWM
1007
Segment Wealth Management
Texas
$431K +$791 +3 +0.2%
CAG
1008
Crestwood Advisors Group
Massachusetts
$431K -$1.58K -6 -0.4%
BWP
1009
Balboa Wealth Partners
Arizona
$430K +$424K +1,607 New
VC
1010
Veracity Capital
Georgia
$429K -$67.2K -255 -14%
FAT
1011
First American Trust
California
$427K +$36.1K +137 +9%
CPIA
1012
Cornell Pochily Investment Advisors
New York
$426K +$53.3K +202 +15%
LS
1013
Livforsakringsbolaget Skandia
Sweden
$423K – – –
KFS
1014
Kurt F. Somerville
$421K – – –
NAM
1015
NorthCrest Asset Manangement
Minnesota
$418K +$65.4K +248 +19%
BHBT
1016
Burke & Herbert Bank & Trust
Virginia
$418K – – –
MCM
1017
Monument Capital Management
Virginia
$416K +$27.9K +106 +7%
CASB
1018
Cape Ann Savings Bank
Massachusetts
$415K -$13.2K -50 -3%
MCM
1019
Manchester Capital Management
Vermont
$414K +$791 +3 +0.2%
BSTWA
1020
Blake Schutter Theil Wealth Advisors
Ohio
$410K – – –
GEA
1021
Glen Eagle Advisors
New Jersey
$409K -$6.59K -25 -2%
AF
1022
Advisornet Financial
Minnesota
$409K -$52.5K -199 -12%
BFO
1023
Boston Family Office
Massachusetts
$408K – – –
JSW
1024
Journey Strategic Wealth
New Jersey
$407K +$158K +600 +65%
GCM
1025
G2 Capital Management
Ohio
$407K – – –
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