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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
Destination Wealth Management
1001
Destination Wealth Management
California
$481K -$4.82K -18 -1%
MPIA
1002
Mountain Pacific Investment Advisers
Idaho
$480K -$40.2K -150 -8%
SFC
1003
SYM Financial Corp
Indiana
$478K +$18.7K +70 +4%
CF
1004
Centaurus Financial
California
$474K -$130K -487 -22%
NRS
1005
Neville Rodie & Shaw
New York
$474K – – –
NL
1006
NWAM LLC
Washington
$473K +$2.14K +8 +0.5%
AP
1007
Appleton Partners
Massachusetts
$470K – – –
WPP
1008
Whalerock Point Partners
Rhode Island
$469K – – –
AIM
1009
Athena Investment Management
California
$467K -$12.3K -46 -3%
VA
1010
VestGen Advisors
Illinois
$467K +$123K +461 +38%
Oberweis Asset Management
1011
Oberweis Asset Management
Illinois
$466K -$66.1K -247 -13%
Busey Bank
1012
Busey Bank
Illinois
$464K -$28.1K -105 -6%
Savvy Advisors Inc
1013
Savvy Advisors Inc
New York
$464K +$445K +1,662 New
NPT
1014
Nixon Peabody Trust
Massachusetts
$463K -$186K -695 -30%
Quotient Wealth Partners
1015
Quotient Wealth Partners
Texas
$462K -$48.7K -182 -10%
A
1016
AlphaQuest
New York
$461K +$442K +1,652 New
CNTOF
1017
Canandaigua National Trust of Florida
New York
$460K – – –
CPIA
1018
Cornell Pochily Investment Advisors
New York
$460K +$14.7K +55 +3%
OF
1019
Optimize Financial
California
$458K +$54.4K +203 +14%
FG
1020
Fiduciary Group
Georgia
$456K – – –
BHWM
1021
Bar Harbor Wealth Management
New Hampshire
$454K – – –
AWA
1022
AGH Wealth Advisors
Kansas
$452K -$1.87K -7 -0.4%
HPM
1023
Hudson Portfolio Management
New York
$451K – – –
CAM
1024
Cozad Asset Management
Illinois
$448K -$16.9K -63 -4%
BWP
1025
Balboa Wealth Partners
Arizona
$448K -$1.07K -4 -0.2%