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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1026
Centaurus Financial
California
$488K -$3.94K -14 -0.8%
MPIA
1027
Mountain Pacific Investment Advisers
Idaho
$484K -$14.1K -50 -3%
AF
1028
Advisornet Financial
Minnesota
$483K +$51.2K +182 +12%
DCM
1029
Donaldson Capital Management
Indiana
$483K -$51.5K -183 -10%
OF
1030
Optimize Financial
California
$482K +$5.63K +20 +1%
NPT
1031
Nixon Peabody Trust
Massachusetts
$481K – – –
CNTOF
1032
Canandaigua National Trust of Florida
New York
$477K -$563 -2 -0.1%
CG
1033
Cynosure Group
Utah
$477K +$463K +1,644 New
SWM
1034
SeaCrest Wealth Management
New York
$474K -$39.1K -139 -8%
BHWM
1035
Bar Harbor Wealth Management
New Hampshire
$472K – – –
AWA
1036
AGH Wealth Advisors
Kansas
$471K +$844 +3 +0.2%
HPM
1037
Hudson Portfolio Management
New York
$469K – – –
CAM
1038
Cozad Asset Management
Illinois
$466K – – –
HFM
1039
Harvest Fund Management
China
$464K – – –
FG
1040
Fiduciary Group
Georgia
$463K -$10.4K -37 -2%
AC
1041
Avestar Capital
New York
$463K +$1.97K +7 +0.4%
LFA
1042
Legacy Financial Advisors
Kentucky
$461K -$3.1K -11 -0.7%
OAM
1043
Oberweis Asset Management
Illinois
$459K -$25K -89 -5%
KFS
1044
Kurt F. Somerville
$457K – – –
UF
1045
Univest Financial
Pennsylvania
$455K +$563 +2 +0.1%
VC
1046
Veracity Capital
Georgia
$454K +$5.07K +18 +1%
BHBT
1047
Burke & Herbert Bank & Trust
Virginia
$453K – – –
CB
1048
Community Bank
New York
$450K -$53.2K -189 -11%
RA
1049
Riversedge Advisors
Delaware
$450K +$42.5K +151 +11%
QWP
1050
Quotient Wealth Partners
Texas
$449K -$29.6K -105 -6%
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42
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