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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
1026
Smith, Moore & Co
Missouri
$367K -$27.5K -110 -7%
BFO
1027
Boston Family Office
Massachusetts
$367K – – –
MCWS
1028
McKinley Carter Wealth Services
West Virginia
$365K – – –
GCM
1029
G2 Capital Management
Ohio
$365K – – –
SOW
1030
State of Wyoming
Wyoming
$364K +$169K +675 +81%
WIA
1031
World Investment Advisors
California
$364K -$158K -631 -29%
KWA
1032
Kingswood Wealth Advisors
California
$364K -$1.06M -4,257 -74%
WCF
1033
West Coast Financial
California
$364K – – –
CIA
1034
Capital Investment Advisors
Georgia
$363K +$25K +100 +7%
WSC
1035
Wellington Shields & Co
New York
$363K – – –
VI
1036
Versor Investments
New York
$363K -$374K -1,500 -50%
RC
1037
Randolph Company
Ohio
$362K – – –
AIM
1038
Aspen Investment Management
Michigan
$362K -$4.49K -18 -1%
HCM
1039
Howard Capital Management
Georgia
$362K +$18K +72 +5%
SWP
1040
Sagespring Wealth Partners
Tennessee
$361K +$374K +1,499 New
PPWP
1041
Premier Path Wealth Partners
New Jersey
$361K +$3.25K +13 +0.9%
ATFA
1042
All Terrain Financial Advisors
Minnesota
$360K – – –
WA
1043
Wealthstar Advisors
Texas
$359K +$372K +1,491 New
FTC
1044
Farmers Trust Company
Ohio
$357K +$749 +3 +0.2%
MCM
1045
Manchester Capital Management
Vermont
$353K -$6.24K -25 -2%
SB
1046
Simmons Bank
Arkansas
$353K +$25K +100 +7%
DS
1047
DRW Securities
Illinois
$352K +$365K +1,461 New
TIA
1048
Tiemann Investment Advisors
California
$352K – – –
FWM
1049
Fairhaven Wealth Management
Illinois
$351K +$3K +12 +0.8%
BAG
1050
Bridgewealth Advisory Group
California
$350K +$359K +1,439 New
40 41
42
43 44