We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1051
NWAM LLC
Washington
$520K +$47.9K +158 +11%
SWM
1052
Segment Wealth Management
Texas
$520K -$5.46K -18 -1%
EC
1053
EntryPoint Capital
New York
$520K – – –
AC
1054
Avestar Capital
New York
$519K -$13K -43 -3%
SWM
1055
SHP Wealth Management
Massachusetts
$518K -$171K -564 -26%
CWMA
1056
Capstone Wealth Management (Alabama)
Alabama
$515K +$473K +1,560 New
QFW
1057
QTR Family Wealth
Florida
$515K +$54.9K +181 +13%
BB
1058
Busey Bank
Illinois
$514K -$1.82K -6 -0.4%
CF
1059
Centaurus Financial
California
$513K -$31.2K -103 -6%
SWM
1060
SeaCrest Wealth Management
New York
$512K -$26.4K -87 -5%
OF
1061
Optimize Financial
California
$512K -$1.51K -5 -0.3%
SCS
1062
Sound Capital Solutions
Florida
$512K +$470K +1,550 New
PCG
1063
Prosperity Consulting Group
Maryland
$511K +$155K +513 +50%
4A
1064
4Wealth Advisors
Illinois
$510K +$6.36K +21 +1%
RA
1065
Ruggaard & Associates
Ohio
$507K +$86.7K +286 +23%
GCM
1066
G2 Capital Management
Ohio
$506K – – –
AWA
1067
AGH Wealth Advisors
Kansas
$506K -$3.33K -11 -0.7%
TCM
1068
Tradewinds Capital Management
Washington
$506K – – –
CB
1069
Community Bank
New York
$506K – – –
BHPW
1070
Beverly Hills Private Wealth
California
$505K -$33.9K -112 -7%
BSTWA
1071
Blake Schutter Theil Wealth Advisors
Ohio
$505K – – –
MFIM
1072
Mesirow Financial Investment Management
Illinois
$505K -$7.27K -24 -2%
FAT
1073
First American Trust
California
$503K -$1.51K -5 -0.3%
PP
1074
Patten & Patten
Tennessee
$503K – – –
MAG
1075
Mayfair Advisory Group
Alabama
$502K +$30.3K +100 +8%
41 42
43
44 45