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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
1026
San Francisco Sentry Investment Group
California
$30K – – –
AIS
1027
Accurate Investment Solutions
Pennsylvania
$29K +$132 +1 +0.5%
LFA
1028
Legacy Financial Advisors
Kentucky
$29K +$28.6K +217 New
AOWM
1029
Alpha Omega Wealth Management
Virginia
$27K – – –
CG
1030
Cutler Group
California
$27K +$16.6K +126 +168%
GWA
1031
Guidant Wealth Advisors
Illinois
$26K – – –
LF
1032
Lee Financial
Texas
$25K – – –
CC
1033
Claybrook Capital
Massachusetts
$25K +$24.2K +183 New
HWP
1034
Hefty Wealth Partners
Indiana
$24K – – –
HFP
1035
Holistic Financial Partners
Indiana
$24K +$23.1K +175 New
AWA
1036
Acorn Wealth Advisors
Michigan
$24K +$24.4K +185 New
RFWA
1037
RPg Family Wealth Advisory
Massachusetts
$21.7K – – –
RCG
1038
Ruggie Capital Group
Florida
$21K – – –
PFGIA
1039
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$5.41K +41 +34%
ACM
1040
Armbruster Capital Management
New York
$20K – – –
APSP
1041
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K – – –
BAM
1042
Barrett Asset Management
New York
$20K – – –
KPCM
1043
Kings Point Capital Management
New York
$20K – – –
PS
1044
Portfolio Solutions
Michigan
$20K – – –
BRC
1045
Bell Rock Capital
Delaware
$20K +$132 +1 +0.7%
GRP
1046
Global Retirement Partners
California
$20K +$11.2K +85 +129%
GI
1047
Gradient Investments
Minnesota
$20K +$19.7K +149 New
CT
1048
Clearstead Trust
Maine
$19K – – –
RWG
1049
Regal Wealth Group
California
$19K +$2.11K +16 +13%
WWMSC
1050
Wagner Wealth Management (South Carolina)
South Carolina
$19K +$18.7K +142 New
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