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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1026
Legacy Financial Advisors
Kentucky
$29K +$28.6K +217 New
AOWM
1027
Alpha Omega Wealth Management
Virginia
$27K
CG
1028
Cutler Group
California
$27K +$16.6K +126 +168%
GWA
1029
Guidant Wealth Advisors
Illinois
$26K
LF
1030
Lee Financial
Texas
$25K
CC
1031
Claybrook Capital
Massachusetts
$25K +$24.2K +183 New
HWP
1032
Hefty Wealth Partners
Indiana
$24K
HFP
1033
Holistic Financial Partners
Indiana
$24K +$23.1K +175 New
AWA
1034
Acorn Wealth Advisors
Michigan
$24K +$24.4K +185 New
RFWA
1035
RPg Family Wealth Advisory
Massachusetts
$21.7K
RCG
1036
Ruggie Capital Group
Florida
$21K
PFGIA
1037
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$5.41K +41 +34%
ACM
1038
Armbruster Capital Management
New York
$20K
APSP
1039
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K
BAM
1040
Barrett Asset Management
New York
$20K
KPCM
1041
Kings Point Capital Management
New York
$20K
PS
1042
Portfolio Solutions
Michigan
$20K
BRC
1043
Bell Rock Capital
Delaware
$20K +$132 +1 +0.7%
GRP
1044
Global Retirement Partners
California
$20K +$11.2K +85 +129%
GI
1045
Gradient Investments
Minnesota
$20K +$19.7K +149 New
CT
1046
Clearstead Trust
Maine
$19K
RWG
1047
Regal Wealth Group
California
$19K +$2.11K +16 +13%
WWMSC
1048
Wagner Wealth Management (South Carolina)
South Carolina
$19K +$18.7K +142 New
Lazard Asset Management
1049
Lazard Asset Management
New York
$18K
OIA
1050
OneDigital Investment Advisors
Kansas
$18K