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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1026
Sax Wealth Advisors
New Jersey
$230K +$209K +1,208 New
AIM
1027
Anchor Investment Management
South Carolina
$229K +$4.85K +28 +2%
SIM
1028
Sentry Investment Management
Wisconsin
$229K -$22.3K -129 -10%
BIG
1029
Builder Investment Group
Georgia
$229K +$208K +1,200 New
HA
1030
Herold Advisors
New York
$229K +$208K +1,200 New
CCA
1031
Childress Capital Advisors
Texas
$228K +$207K +1,198 New
LSPW
1032
Lake Street Private Wealth
Illinois
$228K -$2.42K -14 -1%
WA
1033
Wealth Architects
California
$227K -$5.37K -31 -3%
IWA
1034
IVC Wealth Advisors
Pennsylvania
$227K +$206K +1,190 New
SRC
1035
Sage Rhino Capital
California
$226K +$205K +1,186 New
AC
1036
Apella Capital
Connecticut
$226K +$203K +1,172 New
CRWM
1037
Castle Rock Wealth Management
California
$226K +$203K +1,170 New
OBWG
1038
Onyx Bridge Wealth Group
New York
$225K +$205K +1,183 New
MSA
1039
Marino Stram & Associates
Massachusetts
$223K +$203K +1,172 New
BBI
1040
Baxter Bros Inc
Connecticut
$223K +$203K +1,171 New
WP
1041
Wealthspan Partners
Iowa
$222K +$201K +1,163 New
CCA
1042
Cobblestone Capital Advisors
New York
$220K -$22.3K -129 -10%
QC
1043
Quent Capital
New York
$219K +$6.06K +35 +3%
ECM
1044
EagleClaw Capital Management
Massachusetts
$218K +$198K +1,146 New
EBA
1045
Eagle Bay Advisors
New York
$217K -$68.4K -395 -26%
FMLI
1046
Fukoku Mutual Life Insurance
Japan
$216K +$197K +1,136 New
CAGAS
1047
Capital Advisory Group Advisory Services
Minnesota
$214K +$194K +1,122 New
BW
1048
Basepoint Wealth
Iowa
$213K -$103K -594 -35%
Empower Advisory Group
1049
Empower Advisory Group
Colorado
$212K +$193K +1,113 New
FMII
1050
Farmers & Merchants Investments Inc
Nebraska
$211K – – –