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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1026
Sylvest Advisors
Texas
$573K – – –
SWM
1027
Salvus Wealth Management
New Jersey
$571K -$8.49K -28 -2%
PBC
1028
Pavion Blue Capital
California
$569K – – –
SFO
1029
Stokes Family Office
Louisiana
$566K -$91.8K -303 -15%
AIM
1030
Advyzon Investment Management
Illinois
$565K -$206K -681 -28%
BWM
1031
Brown Wealth Management
Illinois
$564K -$87.6K -289 -14%
NRS
1032
Neville Rodie & Shaw
New York
$562K – – –
ZBNA
1033
Zions Bancorporation, National Association
Utah
$561K -$45.2K -149 -8%
NPT
1034
Nixon Peabody Trust
Massachusetts
$548K – – –
FZCM
1035
Flynn Zito Capital Management
New York
$547K +$128K +421 +34%
BHBT
1036
Burke & Herbert Bank & Trust
Virginia
$547K – – –
BOH
1037
Bank of Hawaii
Hawaii
$543K – – –
CFP
1038
Catalyst Financial Partners
Massachusetts
$541K +$35.2K +116 +8%
MPIA
1039
Mountain Pacific Investment Advisers
Idaho
$540K – – –
UCB
1040
United Community Bank
South Carolina
$539K -$19.7K -65 -4%
BHWM
1041
Bar Harbor Wealth Management
New Hampshire
$537K – – –
HPM
1042
Hudson Portfolio Management
New York
$531K -$3.03K -10 -0.6%
KAM
1043
Knightsbridge Asset Management
California
$530K -$49.7K -164 -9%
CAM
1044
Cozad Asset Management
Illinois
$530K – – –
FFA
1045
First Foundation Advisors
California
$527K – – –
HCM
1046
Howland Capital Management
Massachusetts
$527K +$26.4K +87 +6%
AWM
1047
Axxcess Wealth Management
California
$524K +$481K +1,586 New
QWP
1048
Quotient Wealth Partners
Texas
$523K +$28.2K +93 +6%
OAM
1049
Oberweis Asset Management
Illinois
$523K +$303 +1 +0.1%
PGAM
1050
Princeton Global Asset Management
New Jersey
$523K +$395K +1,305 +469%
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