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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1026
Lee Financial
Texas
$22K – – –
LC
1027
Lavaca Capital
Texas
$22K +$23.3K +186 New
TFO
1028
Tarbox Family Office
California
$22K +$23.3K +186 New
CCM
1029
Cribstone Capital Management
Maine
$20K – – –
NC
1030
NewSquare Capital
Pennsylvania
$20K +$15.8K +126 +307%
AC
1031
Avestar Capital
New York
$19K -$1.13K -9 -5%
GWMIA
1032
Global Wealth Management Investment Advisory
Florida
$19K +$19.6K +157 New
FTI
1033
Fiduciary Trust International
Massachusetts
$19K +$20K +160 New
CAM
1034
Close Asset Management
United Kingdom
$19K +$33.3K +266 +233%
KPCM
1035
Kings Point Capital Management
New York
$18K – – –
M
1036
MOTCO
Texas
$18K – – –
BAM
1037
Barrett Asset Management
New York
$18K +$501 +4 +3%
LWANC
1038
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K +$19.3K +154 New
APSP
1039
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K – – –
RWG
1040
Regal Wealth Group
California
$17K – – –
IF
1041
Ironwood Financial
Arizona
$17K +$125 +1 +0.7%
OIA
1042
OneDigital Investment Advisors
Kansas
$16K -$17.3K -138 -51%
RWM
1043
Raffa Wealth Management
District of Columbia
$15.6K – – –
BFC
1044
Bedel Financial Consulting
Indiana
$14K – – –
ME
1045
McIlrath & Eck
Washington
$14K – – –
RAM
1046
Riggs Asset Management
Pennsylvania
$14K – – –
WF
1047
WealthTrust Fairport
Ohio
$14K +$125 +1 +0.8%
LWM
1048
Liberty Wealth Management
California
$14K +$14.8K +118 New
NSG
1049
Nalls Sherbakoff Group
Tennessee
$14K +$15K +120 New
HIIFS
1050
Harel Insurance Investments & Financial Services
Israel
$13K – – –
40 41
42
43 44