We are live on ! Find out more
TRV icon

Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1026
Formidable Asset Management
Ohio
$264K
CT
1027
Caldwell Trust
Florida
$263K -$2.15K -10 -0.8%
AO
1028
Advisor OS
Illinois
$263K -$35.9K -167 -11%
ERIM
1029
Eagle Ridge Investment Management
Connecticut
$263K
GWM
1030
Gitterman Wealth Management
New Jersey
$262K +$277K +1,288 New
LOPW
1031
Live Oak Private Wealth
North Carolina
$261K
DWS
1032
Dynamic Wealth Strategies
California
$261K -$48.6K -226 -15%
MAG
1033
Mayfair Advisory Group
Alabama
$260K
MCM
1034
Monument Capital Management
Virginia
$259K -$19.8K -92 -7%
SC
1035
Scotia Capital
Ontario, Canada
$258K +$273K +1,270 New
AWA
1036
Arkadios Wealth Advisors
Georgia
$258K +$273K +1,270 New
CSC
1037
Caldwell Sutter Capital
California
$258K -$430 -2 -0.2%
EARNEST Partners
1038
EARNEST Partners
Georgia
$256K -$14.4K -67 -5%
SDH
1039
Sloy Dahl & Holst
Washington
$255K
SGC
1040
Slocum, Gordon & Co
Rhode Island
$254K
AMG
1041
Advisors Management Group
Wisconsin
$254K -$215 -1 -0.1%
JWM
1042
Janiczek Wealth Management
Colorado
$254K
AWM
1043
Avior Wealth Management
Nebraska
$254K -$306K -1,423 -53%
SPI
1044
Santori & Peters Inc
Pennsylvania
$251K
SWM
1045
Segment Wealth Management
Texas
$251K
LCM
1046
Liberty Capital Management
Michigan
$250K
SFI
1047
SPC Financial Inc
Maryland
$250K +$860 +4 +0.3%
WWP
1048
WR Wealth Planners
Missouri
$249K -$430 -2 -0.2%
SRC
1049
Sage Rhino Capital
California
$249K +$13.8K +64 +6%
IWA
1050
IVC Wealth Advisors
Pennsylvania
$248K +$6.45K +30 +3%