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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1051
Bridgefront Capital
Texas
$286K +$265K +1,242 New
SPI
1052
Santori & Peters Inc
Pennsylvania
$285K – – –
SWM
1053
Segment Wealth Management
Texas
$284K +$264K +1,234 New
MAG
1054
Mayfair Advisory Group
Alabama
$283K -$163K -763 -38%
LCM
1055
Liberty Capital Management
Michigan
$283K – – –
GAA
1056
Global Assets Advisory
Florida
$283K +$13.8M +64,606 New
WWP
1057
WR Wealth Planners
Missouri
$283K +$3.85K +18 +1%
SFI
1058
SPC Financial Inc
Maryland
$282K – – –
LT
1059
Legacy Trust
Michigan
$282K -$3.85K -18 -1%
BFM
1060
Boothbay Fund Management
New York
$282K +$262K +1,225 New
ASG
1061
Ariston Services Group
California
$281K – – –
LTI
1062
Laffer Tengler Investments
Tennessee
$280K – – –
CFS
1063
CRA Financial Services
New Jersey
$280K – – –
CIA
1064
Capital Investment Advisors
Georgia
$278K -$26.1K -122 -9%
BIG
1065
Builder Investment Group
Georgia
$276K – – –
CASB
1066
Cape Ann Savings Bank
Massachusetts
$276K – – –
EFI
1067
EHP Funds Inc
Canada
$276K +$256K +1,200 New
SIM
1068
Sentry Investment Management
Wisconsin
$276K – – –
BIG
1069
Brooklyn Investment Group
New York
$276K -$16.7K -78 -6%
WA
1070
Wealth Architects
California
$276K +$855 +4 +0.3%
MIC
1071
Means Investment Company
Maine
$275K +$256K +1,196 New
HI
1072
Harbour Investments
Wisconsin
$274K +$57K +267 +29%
9WM
1073
9258 Wealth Management
Ohio
$274K -$152K -711 -37%
IWA
1074
IVC Wealth Advisors
Pennsylvania
$274K – – –
NPP
1075
New Potomac Partners
Maryland
$272K -$55.5K -260 -18%
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