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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
1026
Blake Schutter Theil Wealth Advisors
Ohio
$369K – – –
SMC
1027
Smith, Moore & Co
Missouri
$367K -$27.5K -110 -7%
BFO
1028
Boston Family Office
Massachusetts
$367K – – –
MCWS
1029
McKinley Carter Wealth Services
West Virginia
$365K – – –
GCM
1030
G2 Capital Management
Ohio
$365K – – –
SOW
1031
State of Wyoming
Wyoming
$364K +$169K +675 +81%
World Investment Advisors
1032
World Investment Advisors
California
$364K -$158K -631 -29%
Kingswood Wealth Advisors
1033
Kingswood Wealth Advisors
California
$364K -$1.06M -4,257 -74%
WCF
1034
West Coast Financial
California
$364K – – –
Capital Investment Advisors
1035
Capital Investment Advisors
Georgia
$363K +$25K +100 +7%
WSC
1036
Wellington Shields & Co
New York
$363K – – –
VI
1037
Versor Investments
New York
$363K -$374K -1,500 -50%
RC
1038
Randolph Company
Ohio
$362K – – –
AIM
1039
Aspen Investment Management
Michigan
$362K -$4.49K -18 -1%
Howard Capital Management
1040
Howard Capital Management
Georgia
$362K +$18K +72 +5%
Sagespring Wealth Partners
1041
Sagespring Wealth Partners
Tennessee
$361K +$374K +1,499 New
PPWP
1042
Premier Path Wealth Partners
New Jersey
$361K +$3.25K +13 +0.9%
ATFA
1043
All Terrain Financial Advisors
Minnesota
$360K – – –
WA
1044
Wealthstar Advisors
Texas
$359K +$372K +1,491 New
FTC
1045
Farmers Trust Company
Ohio
$357K +$749 +3 +0.2%
MCM
1046
Manchester Capital Management
Vermont
$353K -$6.24K -25 -2%
SB
1047
Simmons Bank
Arkansas
$353K +$25K +100 +7%
DRW Securities
1048
DRW Securities
Illinois
$352K +$365K +1,461 New
TIA
1049
Tiemann Investment Advisors
California
$352K – – –
FWM
1050
Fairhaven Wealth Management
Illinois
$351K +$3K +12 +0.8%