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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1051
Petrus Trust Company
Texas
$210K +$191K +1,104 New
AAS
1052
Ameritas Advisory Services
Nebraska
$210K +$183K +1,058 New
BCM
1053
Blume Capital Management
California
$210K – – –
PCM
1054
Pointe Capital Management
Michigan
$210K +$190K +1,100 New
P
1055
&Partners
Tennessee
$207K +$189K +1,089 New
ADIM
1056
Alpha DNA Investment Management
Maryland
$207K +$188K +1,085 New
WH
1057
Willner & Heller
California
$207K +$188K +1,085 New
PWPS
1058
Pinnacle Wealth Planning Services
Ohio
$205K +$186K +1,076 New
Financial Engines Advisors
1059
Financial Engines Advisors
California
$204K +$186K +1,072 New
CB
1060
Centennial Bank
Arkansas
$203K – – –
KFI
1061
Key Financial Inc
Pennsylvania
$203K – – –
PP
1062
Patten & Patten
Tennessee
$202K +$184K +1,062 New
PI
1063
Pettee Investors
Connecticut
$202K +$183K +1,059 New
WPA
1064
Winning Points Advisors
Florida
$201K +$183K +1,056 New
CI
1065
CX Institutional
Indiana
$195K -$51.3K -296 -22%
LSA
1066
Leonteq Securities AG
Switzerland
$195K +$173K +997 +3,988%
GEA
1067
Glen Eagle Advisors
New Jersey
$194K -$2.08K -12 -1%
IA
1068
IFP Advisors
Florida
$191K -$51.6K -298 -23%
POIA
1069
Pin Oak Investment Advisors
Texas
$190K – – –
MCM
1070
MV Capital Management
Maryland
$185K +$693 +4 +0.4%
TIM
1071
Tortoise Investment Management
New York
$184K +$173 +1 +0.1%
LCM
1072
Logan Capital Management
Pennsylvania
$181K – – –
PIM
1073
Plato Investment Management
Australia
$180K +$163K +943 New
FWM
1074
Focused Wealth Management
New York
$177K +$693 +4 +0.4%
WT
1075
Washington Trust
Rhode Island
$177K +$3.12K +18 +2%