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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
1001
Southeast Asset Advisors
Georgia
$522K – – –
ACM
1002
Advisors Capital Management
New Jersey
$519K -$7.88K -28 -2%
PCS
1003
Personal CFO Solutions
New Jersey
$519K +$15.8K +56 +3%
CPA
1004
Capital Performance Advisors
California
$518K +$164K +581 +48%
SWM
1005
Segment Wealth Management
Texas
$517K +$59.1K +210 +13%
DWM
1006
Drive Wealth Management
Utah
$515K +$6.47K +23 +1%
MWM
1007
Modern Wealth Management
Kansas
$514K +$9.57K +34 +2%
HA
1008
Hamel Associates
New Jersey
$512K +$75.7K +269 +18%
VBCG
1009
Valley Brook Capital Group
Pennsylvania
$510K -$44.8K -159 -8%
LIM
1010
Longfellow Investment Management
Massachusetts
$509K – – –
LIA
1011
LBMC Investment Advisors
Tennessee
$508K – – –
WB
1012
WesBanco Bank
West Virginia
$506K -$281 -1 -0.1%
BHPW
1013
Beverly Hills Private Wealth
California
$504K – – –
SA
1014
Sylvest Advisors
Texas
$503K – – –
YIH
1015
Y-Intercept (HK)
Hong Kong
$502K -$1.1M -3,917 -69%
VA
1016
VestGen Advisors
Illinois
$501K +$16.3K +58 +3%
PBC
1017
Pavion Blue Capital
California
$500K – – –
SFC
1018
SYM Financial Corp
Indiana
$500K +$3.38K +12 +0.7%
DWM
1019
Destination Wealth Management
California
$500K -$281 -1 -0.1%
WA
1020
Waddell & Associates
Tennessee
$498K +$42.5K +151 +10%
OCG
1021
Opus Capital Group
Ohio
$497K -$64.7K -230 -12%
BB
1022
Busey Bank
Illinois
$495K +$12.1K +43 +3%
NRS
1023
Neville Rodie & Shaw
New York
$494K – – –
FHA
1024
Flagship Harbor Advisors
Massachusetts
$494K -$142K -503 -23%
ILI
1025
Invesco LLC (Illinois)
Illinois
$489K -$42.8K -152 -8%
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