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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1001
Bar Harbor Wealth Management
New Hampshire
$435K
UF
1002
Univest Financial
Pennsylvania
$435K
HI
1003
Harbour Investments
Wisconsin
$435K +$113K +429 +36%
HCM
1004
Howland Capital Management
Massachusetts
$434K -$27.9K -106 -6%
HPM
1005
Hudson Portfolio Management
New York
$433K
SWM
1006
Segment Wealth Management
Texas
$431K +$791 +3 +0.2%
CAG
1007
Crestwood Advisors Group
Massachusetts
$431K -$1.58K -6 -0.4%
BWP
1008
Balboa Wealth Partners
Arizona
$430K +$424K +1,607 New
VC
1009
Veracity Capital
Georgia
$429K -$67.2K -255 -14%
FAT
1010
First American Trust
California
$427K +$36.1K +137 +9%
CPIA
1011
Cornell Pochily Investment Advisors
New York
$426K +$53.3K +202 +15%
LS
1012
Livforsakringsbolaget Skandia
Sweden
$423K
KFS
1013
Kurt F. Somerville
$421K
NAM
1014
NorthCrest Asset Manangement
Minnesota
$418K +$65.4K +248 +19%
BHBT
1015
Burke & Herbert Bank & Trust
Virginia
$418K
MCM
1016
Monument Capital Management
Virginia
$416K +$27.9K +106 +7%
CASB
1017
Cape Ann Savings Bank
Massachusetts
$415K -$13.2K -50 -3%
MCM
1018
Manchester Capital Management
Vermont
$414K +$791 +3 +0.2%
BSTWA
1019
Blake Schutter Theil Wealth Advisors
Ohio
$410K
GEA
1020
Glen Eagle Advisors
New Jersey
$409K -$6.59K -25 -2%
AF
1021
Advisornet Financial
Minnesota
$409K -$52.5K -199 -12%
BFO
1022
Boston Family Office
Massachusetts
$408K
JSW
1023
Journey Strategic Wealth
New Jersey
$407K +$158K +600 +65%
GCM
1024
G2 Capital Management
Ohio
$407K
MCWS
1025
McKinley Carter Wealth Services
West Virginia
$406K