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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1026
Tarbox Family Office
California
$26K – – –
IA
1027
IFP Advisors
Florida
$25K -$535K -4,178 -96%
LF
1028
Lee Financial
Texas
$25K – – –
CCM
1029
Cribstone Capital Management
Maine
$23K – – –
NC
1030
NewSquare Capital
Pennsylvania
$23K – – –
APW
1031
Acima Private Wealth
Virginia
$22K +$20.5K +160 New
BAM
1032
Barrett Asset Management
New York
$21K -$512 -4 -3%
KPCM
1033
Kings Point Capital Management
New York
$21K – – –
LWANC
1034
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K – – –
GCM
1035
Gables Capital Management
Florida
$21K +$19.2K +150 New
APSP
1036
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K – – –
RTC
1037
Riverview Trust Company
Washington
$20K +$19.1K +149 New
RWG
1038
Regal Wealth Group
California
$19K – – –
IF
1039
Ironwood Financial
Arizona
$19K +$128 +1 +0.7%
SNT
1040
Security National Trust
West Virginia
$18K -$56.8K -444 -77%
OIA
1041
OneDigital Investment Advisors
Kansas
$18K – – –
RWM
1042
Raffa Wealth Management
District of Columbia
$17.8K – – –
M
1043
MOTCO
Texas
$17K -$3.33K -26 -17%
TC
1044
Truvestments Capital
Florida
$17K +$15.9K +124 New
CAM
1045
Close Asset Management
United Kingdom
$16K -$34K -266 -70%
LWCFA
1046
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K -$11K -86 -42%
BFC
1047
Bedel Financial Consulting
Indiana
$16K – – –
WF
1048
WealthTrust Fairport
Ohio
$16K +$128 +1 +0.8%
BBHC
1049
Brown Brothers Harriman & Co
New York
$16K +$4.99K +39 +51%
HIIFS
1050
Harel Insurance Investments & Financial Services
Israel
$15K – – –
40 41
42
43 44