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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1001
Modern Wealth Management
Kansas
$532K +$17.9K +61 +3%
PCS
1002
Personal CFO Solutions
New Jersey
$532K +$9.37K +32 +2%
TCBWMS
1003
Texas Capital Bank Wealth Management Services
Texas
$530K +$533K +1,818 New
SAA
1004
Southeast Asset Advisors
Georgia
$525K – – –
VBCG
1005
Valley Brook Capital Group
Pennsylvania
$525K +$11.7K +40 +2%
CAM
1006
Cidel Asset Management
Ontario, Canada
$522K +$84.1K +287 +19%
MB
1007
MidFirst Bank
Oklahoma
$520K +$522K +1,782 New
WB
1008
WesBanco Bank
West Virginia
$519K +$10.5K +36 +2%
KAM
1009
Knightsbridge Asset Management
California
$516K +$184K +627 +55%
SWM
1010
Salvus Wealth Management
New Jersey
$513K -$171K -583 -25%
BWM
1011
Baron Wealth Management
Michigan
$512K -$185K -633 -27%
SFC
1012
SYM Financial Corp
Indiana
$511K +$8.2K +28 +2%
SC
1013
Scotia Capital
Ontario, Canada
$511K -$1.59M -5,443 -76%
LIA
1014
LBMC Investment Advisors
Tennessee
$510K – – –
AWA
1015
Aaron Wealth Advisors
Illinois
$509K +$61.8K +211 +14%
SA
1016
Sylvest Advisors
Texas
$506K – – –
OCG
1017
Opus Capital Group
Ohio
$504K +$4.1K +14 +0.8%
PBC
1018
Pavion Blue Capital
California
$503K – – –
GM
1019
GeoWealth Management
Illinois
$502K +$504K +1,721 New
AF
1020
Advisornet Financial
Minnesota
$499K +$13.2K +45 +3%
ILI
1021
Invesco LLC (Illinois)
Illinois
$498K +$5.57K +19 +1%
NRS
1022
Neville Rodie & Shaw
New York
$496K – – –
UCB
1023
United Community Bank
South Carolina
$496K -$96.4K -329 -16%
TWPM
1024
Total Wealth Planning & Management
Florida
$489K -$38.4K -131 -7%
CF
1025
Centaurus Financial
California
$484K -$7.32K -25 -1%
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