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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1051
Prestige Wealth Management Group
New Jersey
$37K – – –
BCM
1052
Bourgeon Capital Management
Connecticut
$36K +$35.8K +241 New
QCIG
1053
Quad-Cities Investment Group
Iowa
$34K – – –
MAM
1054
Meeder Asset Management
Ohio
$34K +$6.24K +42 +22%
EDRH
1055
Edmond de Rothschild Holding
Switzerland
$33K – – –
AIS
1056
Accurate Investment Solutions
Pennsylvania
$33K +$149 +1 +0.5%
LWCFA
1057
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K -$17.8K -120 -36%
WAP
1058
Wealthcare Advisory Partners
Pennsylvania
$32K -$6.39K -43 -17%
PFGIA
1059
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
SLF
1060
Sun Life Financial
Ontario, Canada
$32K – – –
MCM
1061
McMillion Capital Management
North Carolina
$31K – – –
BCA
1062
Berman Capital Advisors
Georgia
$31K +$7.43K +50 +31%
OSNBOA
1063
Old Second National Bank of Aurora
Illinois
$30K – – –
PGAM
1064
Princeton Global Asset Management
New Jersey
$30K – – –
TFO
1065
Tarbox Family Office
California
$30K – – –
LF
1066
Lee Financial
Texas
$28K – – –
SMG
1067
Spectrum Management Group
Indiana
$27K -$14.9K -100 -35%
BWA
1068
Burt Wealth Advisors
Maryland
$26K – – –
AIM
1069
Advantage Investment Management
Iowa
$25K – – –
VEA
1070
Virtus ETF Advisers
New York
$25K – – –
IFA
1071
Interactive Financial Advisors
Illinois
$23K -$5.8K -39 -20%
APW
1072
Acima Private Wealth
Virginia
$23K – – –
LWANC
1073
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K +$2.23K +15 +11%
IF
1074
Ironwood Financial
Arizona
$21K – – –
RWG
1075
Regal Wealth Group
California
$21K – – –
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