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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1026
Janiczek Wealth Management
Colorado
$211K -$24.2K -137 -10%
CFS
1027
CRA Financial Services
New Jersey
$211K – – –
CWM
1028
Cornerstone Wealth Management
Missouri
$211K – – –
WWP
1029
WR Wealth Planners
Missouri
$210K – – –
WA
1030
Wealth Architects
California
$209K -$1.06K -6 -0.5%
DFG
1031
Delta Financial Group
New Jersey
$209K -$21.7K -123 -9%
MWM
1032
Meridian Wealth Management
Kentucky
$209K -$34.2K -194 -14%
AFG
1033
AFS Financial Group
Maryland
$208K -$8.82K -50 -4%
BIG
1034
Builder Investment Group
Georgia
$208K – – –
CASB
1035
Cape Ann Savings Bank
Massachusetts
$208K – – –
HA
1036
Herold Advisors
New York
$208K – – –
SM
1037
Salzhauer Michael
$208K – – –
FNA
1038
First National Advisers
Nebraska
$208K -$2.12K -12 -1%
IWA
1039
IVC Wealth Advisors
Pennsylvania
$207K +$1.06K +6 +0.5%
CPIA
1040
Cornell Pochily Investment Advisors
New York
$206K – – –
SRC
1041
Sage Rhino Capital
California
$206K +$1.94K +11 +0.9%
IWA
1042
Intercontinental Wealth Advisors
Texas
$204K +$207K +1,174 New
BBI
1043
Baxter Bros Inc
Connecticut
$203K – – –
AC
1044
Apella Capital
Connecticut
$203K +$206K +1,169 New
CIA
1045
Capital Investment Advisors
Georgia
$203K +$206K +1,168 New
JFL
1046
Jarislowsky, Fraser Ltd
Quebec, Canada
$202K +$205K +1,165 New
WP
1047
Wealthspan Partners
Iowa
$202K +$205K +1,163 New
CRWM
1048
Castle Rock Wealth Management
California
$202K -$188K -1,064 -48%
WPA
1049
Winning Points Advisors
Florida
$201K +$186K +1,056 New
IA
1050
IFP Advisors
Florida
$198K +$41.3K +234 +26%
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