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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LTAS
1026
Linden Thomas Advisory Services
North Carolina
$305K +$283K +1,324 New
NMM
1027
Naples Money Management
Florida
$304K – – –
WE
1028
Wealth Effects
Massachusetts
$304K -$10.5K -49 -4%
AWM
1029
AE Wealth Management
Kansas
$304K -$1.25M -5,849 -82%
SS
1030
Sunbelt Securities
Texas
$303K +$204K +956 +264%
NQWM
1031
Northwest Quadrant Wealth Management
Oregon
$302K -$25.9K -121 -8%
IC
1032
Inscription Capital
Texas
$302K +$9.19K +43 +3%
LSA
1033
Leonteq Securities AG
Switzerland
$301K +$61.3K +287 +28%
CT
1034
Caldwell Trust
Florida
$300K +$4.06K +19 +1%
VST
1035
Van Strum & Towne
California
$300K – – –
DAM
1036
Delta Asset Management
Tennessee
$300K – – –
ESB
1037
Essex Savings Bank
Connecticut
$299K – – –
OPA
1038
Old Port Advisors
Maine
$299K +$13.9K +65 +5%
FAM
1039
Formidable Asset Management
Ohio
$299K – – –
ERIM
1040
Eagle Ridge Investment Management
Connecticut
$297K – – –
GRP
1041
Global Retirement Partners
California
$297K +$11.8K +55 +4%
LOPW
1042
Live Oak Private Wealth
North Carolina
$296K – – –
KI
1043
Kapitalo Investimentos
Brazil
$293K +$218K +1,019 +404%
CSC
1044
Caldwell Sutter Capital
California
$292K -$214 -1 -0.1%
WBC
1045
Westpac Banking Corp
Australia
$292K +$214 +1 +0.1%
SWA
1046
SFMG Wealth Advisors
Texas
$290K +$5.98K +28 +2%
SDH
1047
Sloy Dahl & Holst
Washington
$288K -$52.8K -247 -16%
DM
1048
Deerfield Management
New York
$288K +$267K +1,251 New
SGC
1049
Slocum, Gordon & Co
Rhode Island
$288K – – –
JWM
1050
Janiczek Wealth Management
Colorado
$287K +$2.99K +14 +1%
40 41
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43 44