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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1051
Sage Rhino Capital
California
$249K +$13.8K +64 +6%
IWA
1052
IVC Wealth Advisors
Pennsylvania
$248K +$6.45K +30 +3%
LTI
1053
Laffer Tengler Investments
Tennessee
$247K – – –
ASG
1054
Ariston Services Group
California
$247K -$1.07K -5 -0.4%
CFS
1055
CRA Financial Services
New Jersey
$247K – – –
WA
1056
Wealth Architects
California
$247K +$3.22K +15 +1%
TPI
1057
Trust Point Inc
Wisconsin
$245K -$128K -594 -33%
CAG
1058
Crestwood Advisors Group
Massachusetts
$245K -$35K -163 -12%
EA
1059
Everpar Advisors
Oklahoma
$244K +$21.9K +102 +9%
BIG
1060
Builder Investment Group
Georgia
$244K – – –
CASB
1061
Cape Ann Savings Bank
Massachusetts
$244K – – –
MIC
1062
Means Investment Company
Maine
$243K +$215 +1 +0.1%
AC
1063
Apella Capital
Connecticut
$242K +$215 +1 +0.1%
NPP
1064
New Potomac Partners
Maryland
$241K – – –
SWA
1065
Stratos Wealth Advisors
Ohio
$239K +$253K +1,175 New
CRWM
1066
Castle Rock Wealth Management
California
$238K – – –
SWA
1067
SFMG Wealth Advisors
Texas
$238K -$19.3K -90 -7%
GC
1068
Gratus Capital
Georgia
$238K +$251K +1,168 New
M1FG
1069
Mach-1 Financial Group
Arkansas
$237K -$83.4K -388 -25%
DJSG
1070
D.J. St. Germain
Massachusetts
$237K +$53.3K +248 +27%
LSPW
1071
Lake Street Private Wealth
Illinois
$237K – – –
RVPG
1072
Relative Value Partners Group
$237K +$250K +1,163 New
WP
1073
Wealthspan Partners
Iowa
$236K -$4.3K -20 -2%
SCA
1074
Sippican Capital Advisors
Massachusetts
$236K -$2.36K -11 -0.9%
CPBTD
1075
Central Pacific Bank - Trust Division
Hawaii
$236K +$14.6K +68 +6%
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43
44 45