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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1051
Heritage Financial Services
Massachusetts
$98K +$101K +582 New
PI
1052
PineBridge Investments
New York
$96K -$3.1M -17,830 -97%
AWM
1053
Avior Wealth Management
Nebraska
$95K +$174 +1 +0.2%
GRP
1054
Global Retirement Partners
California
$94K -$869 -5 -0.9%
ODG
1055
O'Dell Group
Ohio
$91K
FWM
1056
Focused Wealth Management
New York
$90K +$521 +3 +0.6%
SA
1057
SRH Advisors
Kansas
$87K
EW
1058
Evoke Wealth
California
$81K -$10.6K -61 -11%
DSC
1059
Duncker Streett & Co
Missouri
$81K
HWA
1060
HHM Wealth Advisors
Tennessee
$80K -$9.04K -52 -10%
FCB
1061
First Command Bank
Texas
$79K
FCFS
1062
First Command Financial Services
Texas
$79K
GWS
1063
Glassman Wealth Services
Virginia
$78K -$29.9K -172 -27%
PFSC
1064
Peoples Financial Services Corp
Pennsylvania
$78K
GI
1065
Gradient Investments
Minnesota
$77K -$3.13K -18 -4%
IAS
1066
IMA Advisory Services
Colorado
$76K
CWA
1067
Clearview Wealth Advisors
Oregon
$75K +$348 +2 +0.5%
WPA
1068
West Paces Advisors
Georgia
$74.9K +$24.2K +139 +46%
Bank of Montreal
1069
Bank of Montreal
Ontario, Canada
$71.1K +$4M +22,999 +6%
GWSG
1070
GPS Wealth Strategies Group
Colorado
$71K +$5.74K +33 +8%
CAC
1071
Core Alternative Capital
Georgia
$71K +$14.4K +83 +25%
Capstone Investment Advisors
1072
Capstone Investment Advisors
New York
$71K +$73K +420 New
AP
1073
Arlington Partners
Alabama
$66K +$41.5K +239 +157%
TSWM
1074
Tyler-Stone Wealth Management
Ohio
$65K -$17.4K -100 -21%
FEG
1075
Financial Enhancement Group
Indiana
$65K