We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1051
Centaurus Financial
California
$513K -$31.2K -103 -6%
SWM
1052
SeaCrest Wealth Management
New York
$512K -$26.4K -87 -5%
SCS
1053
Sound Capital Solutions
Florida
$512K +$470K +1,550 New
PCG
1054
Prosperity Consulting Group
Maryland
$511K +$155K +513 +50%
4A
1055
4Wealth Advisors
Illinois
$510K +$6.36K +21 +1%
RA
1056
Ruggaard & Associates
Ohio
$507K +$86.7K +286 +23%
GCM
1057
G2 Capital Management
Ohio
$506K – – –
AWA
1058
AGH Wealth Advisors
Kansas
$506K -$3.33K -11 -0.7%
TCM
1059
Tradewinds Capital Management
Washington
$506K – – –
CB
1060
Community Bank
New York
$506K – – –
BHPW
1061
Beverly Hills Private Wealth
California
$505K -$33.9K -112 -7%
BSTWA
1062
Blake Schutter Theil Wealth Advisors
Ohio
$505K – – –
MFIM
1063
Mesirow Financial Investment Management
Illinois
$505K -$7.27K -24 -2%
FAT
1064
First American Trust
California
$503K -$1.51K -5 -0.3%
PP
1065
Patten & Patten
Tennessee
$503K – – –
MAG
1066
Mayfair Advisory Group
Alabama
$502K +$30.3K +100 +8%
RFP
1067
Root Financial Partners
California
$501K +$73.3K +242 +19%
TWM
1068
Trueblood Wealth Management
Ohio
$501K -$606 -2 -0.1%
KA
1069
Kovack Advisors
Florida
$501K +$234K +772 +104%
WT
1070
Washington Trust
Rhode Island
$501K +$30.3K +100 +7%
WG
1071
Welch Group
Alabama
$499K +$13.3K +44 +3%
PCM
1072
Polymer Capital Management
New York
$499K -$2.17M -7,176 -83%
KIM
1073
Kestra Investment Management
Texas
$498K -$27K -89 -6%
AU
1074
AlphaGrep UK
$497K -$644K -2,124 -59%
RC
1075
Randolph Company
Ohio
$496K – – –
41 42
43
44 45