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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
1026
Nixon Peabody Trust
Massachusetts
$548K – – –
FZCM
1027
Flynn Zito Capital Management
New York
$547K +$128K +421 +34%
BHBT
1028
Burke & Herbert Bank & Trust
Virginia
$547K – – –
BOH
1029
Bank of Hawaii
Hawaii
$543K – – –
CFP
1030
Catalyst Financial Partners
Massachusetts
$541K +$35.2K +116 +8%
MPIA
1031
Mountain Pacific Investment Advisers
Idaho
$540K – – –
UCB
1032
United Community Bank
South Carolina
$539K -$19.7K -65 -4%
BHWM
1033
Bar Harbor Wealth Management
New Hampshire
$537K – – –
HPM
1034
Hudson Portfolio Management
New York
$531K -$3.03K -10 -0.6%
KAM
1035
Knightsbridge Asset Management
California
$530K -$49.7K -164 -9%
CAM
1036
Cozad Asset Management
Illinois
$530K – – –
FFA
1037
First Foundation Advisors
California
$527K – – –
HCM
1038
Howland Capital Management
Massachusetts
$527K +$26.4K +87 +6%
AWM
1039
Axxcess Wealth Management
California
$524K +$481K +1,586 New
QWP
1040
Quotient Wealth Partners
Texas
$523K +$28.2K +93 +6%
OAM
1041
Oberweis Asset Management
Illinois
$523K +$303 +1 +0.1%
PGAM
1042
Princeton Global Asset Management
New Jersey
$523K +$395K +1,305 +469%
NL
1043
NWAM LLC
Washington
$520K +$47.9K +158 +11%
SWM
1044
Segment Wealth Management
Texas
$520K -$5.46K -18 -1%
EC
1045
EntryPoint Capital
New York
$520K – – –
AC
1046
Avestar Capital
New York
$519K -$13K -43 -3%
SWM
1047
SHP Wealth Management
Massachusetts
$518K -$171K -564 -26%
CWMA
1048
Capstone Wealth Management (Alabama)
Alabama
$515K +$473K +1,560 New
QFW
1049
QTR Family Wealth
Florida
$515K +$54.9K +181 +13%
BB
1050
Busey Bank
Illinois
$514K -$1.82K -6 -0.4%
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