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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1026
Avestar Capital
New York
$19K +$5.11K +39 +27%
GCM
1027
Gables Capital Management
Florida
$19K +$19.6K +150 New
APSP
1028
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K – – –
BAM
1029
Barrett Asset Management
New York
$18K – – –
KPCM
1030
Kings Point Capital Management
New York
$18K – – –
M
1031
MOTCO
Texas
$18K – – –
RWG
1032
Regal Wealth Group
California
$17K – – –
SJIM
1033
St. Johns Investment Management
Florida
$17K – – –
CT
1034
Clearstead Trust
Maine
$17K +$18.3K +140 New
RA
1035
Rational Advisors
New York
$16K -$35.6K -272 -67%
OIA
1036
OneDigital Investment Advisors
Kansas
$16K – – –
RWM
1037
Raffa Wealth Management
District of Columbia
$15.9K – – –
CAM
1038
Close Asset Management
United Kingdom
$15K – – –
AAP
1039
Arax Advisory Partners
Colorado
$15K +$1.83K +14 +13%
BFC
1040
Bedel Financial Consulting
Indiana
$14K – – –
GRP
1041
Global Retirement Partners
California
$14K – – –
ME
1042
McIlrath & Eck
Washington
$14K – – –
RAM
1043
Riggs Asset Management
Pennsylvania
$14K – – –
PS
1044
Portfolio Strategies
New York
$14K +$262 +2 +2%
HIIFS
1045
Harel Insurance Investments & Financial Services
Israel
$13K – – –
NSIM
1046
North Star Investment Management
Illinois
$13K – – –
CWA
1047
Clarus Wealth Advisors
Arizona
$13K +$12.3K +94 New
LWA
1048
Lenox Wealth Advisors
New York
$12K -$30.9K -236 -71%
BRC
1049
Bell Rock Capital
Delaware
$12K -$6.55K -50 -33%
LWCFA
1050
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K – – –
40 41
42
43 44