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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
1051
Bridgewealth Advisory Group
California
$350K +$359K +1,439 New
MA
1052
MKT Advisors
California
$349K – – –
HNB
1053
Hilltop National Bank
Wyoming
$349K -$1.75K -7 -0.5%
MWA
1054
Medallion Wealth Advisors
Connecticut
$347K +$327K +1,311 New
AWM
1055
AE Wealth Management
Kansas
$346K +$56.2K +225 +19%
4A
1056
4Wealth Advisors
Illinois
$345K +$358K +1,432 New
JFG
1057
Jefferies Financial Group
New York
$344K -$3.6M -14,415 -91%
MWPCG
1058
Measured Wealth Private Client Group
New Hampshire
$343K +$356K +1,424 New
SF
1059
Summit Financial
New Jersey
$342K -$89.9K -360 -20%
CWM
1060
Calamos Wealth Management
Illinois
$341K +$3.25K +13 +0.9%
KIA
1061
Knollwood Investment Advisory
Maryland
$340K – – –
SCM
1062
Schnieders Capital Management
California
$340K +$352K +1,410 New
Fisher Asset Management
1063
Fisher Asset Management
Washington
$339K +$115K +461 +49%
AA
1064
Advisory Alpha
Michigan
$338K +$351K +1,404 New
AWM
1065
Avior Wealth Management
Nebraska
$337K +$46.2K +185 +15%
WIC
1066
Woodmont Investment Counsel
Tennessee
$336K -$31.2K -125 -8%
FMTC
1067
Farmers & Merchants Trust Company
California
$336K – – –
DJSG
1068
D.J. St. Germain
Massachusetts
$336K +$57.9K +232 +20%
CPIA
1069
Cornell Pochily Investment Advisors
New York
$335K -$27K -108 -7%
DP
1070
Dearborn Partners
Illinois
$334K +$250 +1 +0.1%
HNWA
1071
Henrickson Nauta Wealth Advisors
Michigan
$333K – – –
LAI
1072
Legal Advantage Investments
California
$332K +$94.6K +379 +38%
CAG
1073
Csenge Advisory Group
Florida
$332K -$50.4K -202 -13%
BBA
1074
BLB&B Advisors
Pennsylvania
$331K -$749 -3 -0.2%
CCA
1075
Cobblestone Capital Advisors
New York
$331K – – –