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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1026
Legacy Financial Advisors
Kentucky
$447K +$101K +377 +31%
TPW
1027
Transatlantique Private Wealth
New York
$444K -$407K -1,519 -49%
AC
1028
Avestar Capital
New York
$443K +$130K +484 +44%
LS
1029
Livforsakringsbolaget Skandia
Sweden
$442K
KFS
1030
Kurt F. Somerville
$440K
SWM
1031
Segment Wealth Management
Texas
$439K -$10.2K -38 -2%
UF
1032
Univest Financial
Pennsylvania
$438K -$15.8K -59 -4%
WA
1033
Waddell & Associates
Tennessee
$438K +$132K +493 +46%
BHBT
1034
Burke & Herbert Bank & Trust
Virginia
$436K
GVCM
1035
Global View Capital Management
Wisconsin
$436K +$64.3K +240 +18%
CASB
1036
Cape Ann Savings Bank
Massachusetts
$433K
VC
1037
Veracity Capital
Georgia
$433K -$14.2K -53 -3%
GCM
1038
G2 Capital Management
Ohio
$433K +$7.77K +29 +2%
AWM
1039
Aprio Wealth Management
Georgia
$432K +$19K +71 +5%
FAT
1040
First American Trust
California
$432K -$12.1K -45 -3%
BFO
1041
Boston Family Office
Massachusetts
$426K
BL
1042
BFSG LLC
California
$424K -$37.2K -139 -8%
WorldQuant Millennium Advisors
1043
WorldQuant Millennium Advisors
New York
$424K +$407K +1,519 New
TWM
1044
Trueblood Wealth Management
Ohio
$423K +$803 +3 +0.2%
HCM
1045
Howland Capital Management
Massachusetts
$421K -$30.3K -113 -7%
WSC
1046
Wellington Shields & Co
New York
$421K
RC
1047
Randolph Company
Ohio
$420K
ATFA
1048
All Terrain Financial Advisors
Minnesota
$417K
HA
1049
Hamel Associates
New Jersey
$417K +$400K +1,495 New
SFO
1050
Stokes Family Office
Louisiana
$416K +$178K +663 +80%