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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1026
Kings Point Capital Management
New York
$21K – – –
PS
1027
Portfolio Solutions
Michigan
$21K – – –
BRC
1028
Bell Rock Capital
Delaware
$21K +$140 +1 +0.7%
M
1029
MOTCO
Texas
$21K +$17.5K +125 +481%
FCAG
1030
First Capital Advisors Group
New Jersey
$21K +$20.8K +149 New
WF
1031
WealthTrust Fairport
Ohio
$21K +$21.2K +152 New
MPWT
1032
MassMutual Private Wealth & Trust
Connecticut
$20.7K -$44K -315 -68%
ACM
1033
Armbruster Capital Management
New York
$20K – – –
APSP
1034
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K – – –
AC
1035
Avestar Capital
New York
$19K – – –
RWG
1036
Regal Wealth Group
California
$19K – – –
SJIM
1037
St. Johns Investment Management
Florida
$19K +$19.6K +140 New
RWM
1038
Raffa Wealth Management
District of Columbia
$18.1K +$4.19K +30 +30%
OIA
1039
OneDigital Investment Advisors
Kansas
$18K – – –
PMFA
1040
Plante Moran Financial Advisors
Michigan
$18K – – –
GRP
1041
Global Retirement Partners
California
$16K -$5.45K -39 -26%
ME
1042
McIlrath & Eck
Washington
$16K – – –
RAM
1043
Riggs Asset Management
Pennsylvania
$16K – – –
BFC
1044
Bedel Financial Consulting
Indiana
$16K +$16.1K +115 New
PFGIA
1045
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$6.43K -46 -29%
NSIM
1046
North Star Investment Management
Illinois
$15K -$1.26K -9 -8%
CAM
1047
Close Asset Management
United Kingdom
$15K – – –
HIIFS
1048
Harel Insurance Investments & Financial Services
Israel
$15K – – –
PS
1049
Portfolio Strategies
New York
$15K – – –
AAP
1050
Arax Advisory Partners
Colorado
$15K +$2.23K +16 +17%
40 41
42
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