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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1051
Birch Capital Management
Texas
$41K +$40.8K +300 New
MWP
1052
Meridian Wealth Partners
Pennsylvania
$41K +$40.8K +300 New
PFGIA
1053
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$10.8K +79 +37%
FP
1054
Financial Perspectives
Minnesota
$39.7K +$39.5K +290 New
KPCM
1055
Kings Point Capital Management
New York
$39K – – –
AWM
1056
Avior Wealth Management
Nebraska
$39K +$272 +2 +0.7%
MAM
1057
Meeder Asset Management
Ohio
$39K +$7.21K +53 +23%
ME
1058
McIlrath & Eck
Washington
$38K -$1.09K -8 -3%
SCM
1059
Silvant Capital Management
Georgia
$38K – – –
JGIA
1060
Jackson Grant Investment Advisers
Connecticut
$38K +$272 +2 +0.7%
FWM
1061
Filbrandt Wealth Management
Wisconsin
$38K +$38.1K +280 New
TCM
1062
Tradewinds Capital Management
Washington
$35K – – –
VCM
1063
Versant Capital Management
Arizona
$35K – – –
HWM
1064
Howard Wealth Management
Connecticut
$35K +$34.7K +255 New
FPB
1065
First PREMIER Bank
South Dakota
$34K – – –
PWMG
1066
Prestige Wealth Management Group
New Jersey
$34K – – –
SL
1067
Savior LLC
Massachusetts
$34K +$33.9K +249 New
BCM
1068
Bourgeon Capital Management
Connecticut
$33K +$136 +1 +0.4%
VCP
1069
Verus Capital Partners
Arizona
$31K +$30.4K +223 New
EDRH
1070
Edmond de Rothschild Holding
Switzerland
$30K – – –
WAP
1071
Wealthcare Advisory Partners
Pennsylvania
$30K – – –
ACM
1072
Allred Capital Management
Texas
$29.4K +$29.3K +215 New
FAM
1073
Fred Alger Management
New York
$29K -$43.4K -319 -60%
LWCFA
1074
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K – – –
MCM
1075
McMillion Capital Management
North Carolina
$29K – – –
41 42
43
44 45