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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
1026
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K – – –
BAM
1027
Barrett Asset Management
New York
$18K – – –
KPCM
1028
Kings Point Capital Management
New York
$18K – – –
M
1029
MOTCO
Texas
$18K – – –
RWG
1030
Regal Wealth Group
California
$17K – – –
SJIM
1031
St. Johns Investment Management
Florida
$17K – – –
CT
1032
Clearstead Trust
Maine
$17K +$18.3K +140 New
RA
1033
Rational Advisors
New York
$16K -$35.6K -272 -67%
OIA
1034
OneDigital Investment Advisors
Kansas
$16K – – –
RWM
1035
Raffa Wealth Management
District of Columbia
$15.9K – – –
CAM
1036
Close Asset Management
United Kingdom
$15K – – –
AAP
1037
Arax Advisory Partners
Colorado
$15K +$1.83K +14 +13%
EIP
1038
Epoch Investment Partners
New York
$14.7K -$1.26M -9,590 -7%
BFC
1039
Bedel Financial Consulting
Indiana
$14K – – –
GRP
1040
Global Retirement Partners
California
$14K – – –
ME
1041
McIlrath & Eck
Washington
$14K – – –
RAM
1042
Riggs Asset Management
Pennsylvania
$14K – – –
PS
1043
Portfolio Strategies
New York
$14K +$262 +2 +2%
HIIFS
1044
Harel Insurance Investments & Financial Services
Israel
$13K – – –
NSIM
1045
North Star Investment Management
Illinois
$13K – – –
CWA
1046
Clarus Wealth Advisors
Arizona
$13K +$12.3K +94 New
LWA
1047
Lenox Wealth Advisors
New York
$12K -$30.9K -236 -71%
BRC
1048
Bell Rock Capital
Delaware
$12K -$6.55K -50 -33%
LWCFA
1049
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K – – –
MA
1050
MCF Advisors
Kentucky
$12K – – –
40 41
42
43 44