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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1026
Laffer Tengler Investments
Tennessee
$211K – – –
JWM
1027
Janiczek Wealth Management
Colorado
$211K -$24.2K -137 -10%
CFS
1028
CRA Financial Services
New Jersey
$211K – – –
CWM
1029
Cornerstone Wealth Management
Missouri
$211K – – –
WWP
1030
WR Wealth Planners
Missouri
$210K – – –
WA
1031
Wealth Architects
California
$209K -$1.06K -6 -0.5%
DFG
1032
Delta Financial Group
New Jersey
$209K -$21.7K -123 -9%
MWM
1033
Meridian Wealth Management
Kentucky
$209K -$34.2K -194 -14%
AFG
1034
AFS Financial Group
Maryland
$208K -$8.82K -50 -4%
BIG
1035
Builder Investment Group
Georgia
$208K – – –
CASB
1036
Cape Ann Savings Bank
Massachusetts
$208K – – –
HA
1037
Herold Advisors
New York
$208K – – –
SM
1038
Salzhauer Michael
$208K – – –
FNA
1039
First National Advisers
Nebraska
$208K -$2.12K -12 -1%
IWA
1040
IVC Wealth Advisors
Pennsylvania
$207K +$1.06K +6 +0.5%
CPIA
1041
Cornell Pochily Investment Advisors
New York
$206K – – –
SRC
1042
Sage Rhino Capital
California
$206K +$1.94K +11 +0.9%
IWA
1043
Intercontinental Wealth Advisors
Texas
$204K +$207K +1,174 New
BBI
1044
Baxter Bros Inc
Connecticut
$203K – – –
AC
1045
Apella Capital
Connecticut
$203K +$206K +1,169 New
CIA
1046
Capital Investment Advisors
Georgia
$203K +$206K +1,168 New
JFL
1047
Jarislowsky, Fraser Ltd
Quebec, Canada
$202K +$205K +1,165 New
WP
1048
Wealthspan Partners
Iowa
$202K +$205K +1,163 New
CRWM
1049
Castle Rock Wealth Management
California
$202K -$188K -1,064 -48%
WPA
1050
Winning Points Advisors
Florida
$201K +$186K +1,056 New