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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1026
Capital Investment Advisors
Georgia
$224K +$214K +1,192 New
WPC
1027
Wedmont Private Capital
Pennsylvania
$223K +$207K +1,149 New
IA
1028
IFP Advisors
Florida
$222K -$9.53K -53 -2%
IWA
1029
IVC Wealth Advisors
Pennsylvania
$222K +$213K +1,182 New
BBI
1030
Baxter Bros Inc
Connecticut
$220K +$211K +1,171 New
OPA
1031
Old Port Advisors
Maine
$220K -$16.2K -90 -7%
WAP
1032
Wealthcare Advisory Partners
Pennsylvania
$220K +$211K +1,171 New
WP
1033
Wealthspan Partners
Iowa
$218K +$210K +1,165 New
TIA
1034
Trust Investment Advisors
Indiana
$218K +$209K +1,164 New
PP
1035
Patten & Patten
Tennessee
$218K +$209K +1,162 New
WT
1036
Washington Trust
Rhode Island
$217K +$8.46K +47 +4%
FIA
1037
Foundations Investment Advisors
Arizona
$217K +$208K +1,157 New
IWA
1038
Intercontinental Wealth Advisors
Texas
$216K +$207K +1,153 New
ECM
1039
EagleClaw Capital Management
Massachusetts
$215K +$206K +1,146 New
AC
1040
Apella Capital
Connecticut
$214K +$206K +1,143 New
FNA
1041
First National Advisers
Nebraska
$213K +$20.7K +115 +11%
FAG
1042
Fortitude Advisory Group
Washington
$213K +$204K +1,134 New
CCP
1043
Clarkston Capital Partners
Michigan
$212K +$203K +1,129 New
FA
1044
Financial Advisors
Massachusetts
$211K +$203K +1,128 New
RI
1045
Ridgewood Investments
New Jersey
$209K +$200K +1,114 New
DWM
1046
Drive Wealth Management
Utah
$209K +$200K +1,114 New
BCM
1047
Blume Capital Management
California
$206K – – –
BFO
1048
Boston Family Office
Massachusetts
$206K +$198K +1,100 New
PCM
1049
Pointe Capital Management
Michigan
$206K +$198K +1,100 New
LPAM
1050
Lodestar Private Asset Management
California
$206K +$198K +1,098 New
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