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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GA
1026
Gateway Advisory
New Jersey
$265K +$57.6K +268 +26%
DAM
1027
Delta Asset Management
Tennessee
$265K – – –
FAM
1028
Formidable Asset Management
Ohio
$264K – – –
CT
1029
Caldwell Trust
Florida
$263K -$2.15K -10 -0.8%
AO
1030
Advisor OS
Illinois
$263K -$35.9K -167 -11%
ERIM
1031
Eagle Ridge Investment Management
Connecticut
$263K – – –
GWM
1032
Gitterman Wealth Management
New Jersey
$262K +$277K +1,288 New
LOPW
1033
Live Oak Private Wealth
North Carolina
$261K – – –
DWS
1034
Dynamic Wealth Strategies
California
$261K -$48.6K -226 -15%
MAG
1035
Mayfair Advisory Group
Alabama
$260K – – –
MCM
1036
Monument Capital Management
Virginia
$259K -$19.8K -92 -7%
SC
1037
Scotia Capital
Ontario, Canada
$258K +$273K +1,270 New
AWA
1038
Arkadios Wealth Advisors
Georgia
$258K +$273K +1,270 New
CSC
1039
Caldwell Sutter Capital
California
$258K -$430 -2 -0.2%
EARNEST Partners
1040
EARNEST Partners
Georgia
$256K -$14.4K -67 -5%
SDH
1041
Sloy Dahl & Holst
Washington
$255K – – –
SGC
1042
Slocum, Gordon & Co
Rhode Island
$254K – – –
AMG
1043
Advisors Management Group
Wisconsin
$254K -$215 -1 -0.1%
JWM
1044
Janiczek Wealth Management
Colorado
$254K – – –
AWM
1045
Avior Wealth Management
Nebraska
$254K -$306K -1,423 -53%
SPI
1046
Santori & Peters Inc
Pennsylvania
$251K – – –
SWM
1047
Segment Wealth Management
Texas
$251K – – –
LCM
1048
Liberty Capital Management
Michigan
$250K – – –
SFI
1049
SPC Financial Inc
Maryland
$250K +$860 +4 +0.3%
WWP
1050
WR Wealth Planners
Missouri
$249K -$430 -2 -0.2%