TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
1026
Northwest Quadrant Wealth Management
Oregon
$310K +$1.1K +5 +0.4%
OPA
1027
Old Port Advisors
Maine
$309K -$1.76K -8 -0.6%
IC
1028
Inscription Capital
Texas
$308K +$1.32K +6 +0.5%
FOA
1029
Five Oceans Advisors
California
$307K -$6.39K -29 -2%
MCM
1030
Monument Capital Management
Virginia
$307K +$8.6K +39 +3%
WE
1031
Wealth Effects
Massachusetts
$306K – – –
VST
1032
Van Strum & Towne
California
$305K – – –
DAM
1033
Delta Asset Management
Tennessee
$303K -$1.32K -6 -0.5%
ERIM
1034
Eagle Ridge Investment Management
Connecticut
$302K – – –
LOPW
1035
Live Oak Private Wealth
North Carolina
$301K – – –
SS
1036
Sunbelt Securities
Texas
$300K -$8.6K -39 -3%
PBO
1037
Peoples Bank (Ohio)
Ohio
$297K -$123K -560 -31%
AWA
1038
Arkadios Wealth Advisors
Georgia
$294K -$3.31K -15 -1%
BIG
1039
Brooklyn Investment Group
New York
$294K +$10.1K +46 +4%
SGC
1040
Slocum, Gordon & Co
Rhode Island
$293K – – –
AMG
1041
Advisors Management Group
Wisconsin
$292K – – –
CSC
1042
Caldwell Sutter Capital
California
$291K -$5.29K -24 -2%
NI
1043
NDVR Inc
Massachusetts
$289K +$37.3K +169 +16%
SPI
1044
Santori & Peters Inc
Pennsylvania
$289K – – –
SWM
1045
Segment Wealth Management
Texas
$289K – – –
SFI
1046
SPC Financial Inc
Maryland
$288K +$441 +2 +0.2%
MAG
1047
Mayfair Advisory Group
Alabama
$288K -$2.42K -11 -0.9%
LCM
1048
Liberty Capital Management
Michigan
$288K – – –
SSWM
1049
Strait & Sound Wealth Management
California
$287K -$34.2K -155 -11%
SRC
1050
Sage Rhino Capital
California
$287K +$661 +3 +0.2%
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