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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1026
Cribstone Capital Management
Maine
$23K – – –
NC
1027
NewSquare Capital
Pennsylvania
$23K – – –
APW
1028
Acima Private Wealth
Virginia
$22K +$20.5K +160 New
BAM
1029
Barrett Asset Management
New York
$21K -$512 -4 -3%
KPCM
1030
Kings Point Capital Management
New York
$21K – – –
LWANC
1031
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K – – –
GCM
1032
Gables Capital Management
Florida
$21K +$19.2K +150 New
APSP
1033
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K – – –
RTC
1034
Riverview Trust Company
Washington
$20K +$19.1K +149 New
RWG
1035
Regal Wealth Group
California
$19K – – –
IF
1036
Ironwood Financial
Arizona
$19K +$128 +1 +0.7%
SNT
1037
Security National Trust
West Virginia
$18K -$56.8K -444 -77%
OIA
1038
OneDigital Investment Advisors
Kansas
$18K – – –
RWM
1039
Raffa Wealth Management
District of Columbia
$17.8K – – –
M
1040
MOTCO
Texas
$17K -$3.33K -26 -17%
TC
1041
Truvestments Capital
Florida
$17K +$15.9K +124 New
CAM
1042
Close Asset Management
United Kingdom
$16K -$34K -266 -70%
LWCFA
1043
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K -$11K -86 -42%
BFC
1044
Bedel Financial Consulting
Indiana
$16K – – –
WF
1045
WealthTrust Fairport
Ohio
$16K +$128 +1 +0.8%
BBHC
1046
Brown Brothers Harriman & Co
New York
$16K +$4.99K +39 +51%
HIIFS
1047
Harel Insurance Investments & Financial Services
Israel
$15K – – –
RAM
1048
Riggs Asset Management
Pennsylvania
$15K – – –
LB
1049
Legacy Bridge
Iowa
$15K +$14.1K +110 New
MWC
1050
MKD Wealth Coaches
Michigan
$14K – – –
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