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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1026
McKinley Carter Wealth Services
West Virginia
$406K – – –
TWM
1027
Trueblood Wealth Management
Ohio
$404K -$4.48K -17 -1%
WSC
1028
Wellington Shields & Co
New York
$403K – – –
AC
1029
AlphaCore Capital
California
$403K +$156K +593 +65%
RC
1030
Randolph Company
Ohio
$402K +$82.3K +312 +26%
NG
1031
Novem Group
New York
$400K -$21.1K -80 -5%
ATFA
1032
All Terrain Financial Advisors
Minnesota
$400K – – –
AO
1033
Advisor OS
Illinois
$399K +$59.3K +225 +18%
KWA
1034
Kingswood Wealth Advisors
California
$398K -$2.37K -9 -0.6%
CT
1035
Colonial Trust
South Carolina
$398K +$791 +3 +0.2%
DS
1036
DRW Securities
Illinois
$396K -$4M -15,186 -91%
AWM
1037
Aprio Wealth Management
Georgia
$396K +$62.7K +238 +19%
RSWM
1038
Robertson Stephens Wealth Management
California
$395K +$2.11K +8 +0.5%
FWM
1039
ForthRight Wealth Management
Georgia
$393K -$20K -76 -5%
SCP
1040
Sivia Capital Partners
California
$390K -$80.1K -304 -17%
MA
1041
MKT Advisors
California
$390K – – –
SB
1042
Simmons Bank
Arkansas
$389K – – –
SC
1043
Scotia Capital
Ontario, Canada
$388K +$80.7K +306 +27%
DIA
1044
Dana Investment Advisors
Wisconsin
$387K – – –
TIA
1045
Tiemann Investment Advisors
California
$387K -$3.95K -15 -1%
MPIA
1046
Milestones Private Investment Advisors
New York
$385K +$380K +1,440 New
OF
1047
Optimize Financial
California
$384K -$2.64K -10 -0.7%
IC
1048
Inscription Capital
Texas
$383K +$31.4K +119 +9%
WG
1049
Winton Group
United Kingdom
$382K +$377K +1,429 New
DOA
1050
D'Orazio & Associates
Virginia
$382K +$48.8K +185 +15%
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