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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1026
Five Oceans Advisors
California
$307K -$6.39K -29 -2%
MCM
1027
Monument Capital Management
Virginia
$307K +$8.6K +39 +3%
WE
1028
Wealth Effects
Massachusetts
$306K – – –
VST
1029
Van Strum & Towne
California
$305K – – –
DAM
1030
Delta Asset Management
Tennessee
$303K -$1.32K -6 -0.5%
ERIM
1031
Eagle Ridge Investment Management
Connecticut
$302K – – –
LOPW
1032
Live Oak Private Wealth
North Carolina
$301K – – –
SS
1033
Sunbelt Securities
Texas
$300K -$8.6K -39 -3%
PBO
1034
Peoples Bank (Ohio)
Ohio
$297K -$123K -560 -31%
AWA
1035
Arkadios Wealth Advisors
Georgia
$294K -$3.31K -15 -1%
BIG
1036
Brooklyn Investment Group
New York
$294K +$10.1K +46 +4%
SGC
1037
Slocum, Gordon & Co
Rhode Island
$293K – – –
AMG
1038
Advisors Management Group
Wisconsin
$292K – – –
CSC
1039
Caldwell Sutter Capital
California
$291K -$5.29K -24 -2%
NI
1040
NDVR Inc
Massachusetts
$289K +$37.3K +169 +16%
SPI
1041
Santori & Peters Inc
Pennsylvania
$289K – – –
SWM
1042
Segment Wealth Management
Texas
$289K – – –
SFI
1043
SPC Financial Inc
Maryland
$288K +$441 +2 +0.2%
MAG
1044
Mayfair Advisory Group
Alabama
$288K -$2.42K -11 -0.9%
LCM
1045
Liberty Capital Management
Michigan
$288K – – –
SSWM
1046
Strait & Sound Wealth Management
California
$287K -$34.2K -155 -11%
SRC
1047
Sage Rhino Capital
California
$287K +$661 +3 +0.2%
WA
1048
Wealth Architects
California
$286K +$2.21K +10 +0.8%
EB
1049
Exchange Bank
California
$286K +$270K +1,223 New
CPBTD
1050
Central Pacific Bank - Trust Division
Hawaii
$285K +$12.6K +57 +5%
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