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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1051
Colonial Trust
South Carolina
$414K -$536 -2 -0.1%
AF
1052
Advisornet Financial
Minnesota
$414K -$12.3K -46 -3%
SPA
1053
Sherbrooke Park Advisers
New York
$411K +$109K +408 +38%
RSWM
1054
Robertson Stephens Wealth Management
California
$409K -$3.48K -13 -0.9%
HCM
1055
Howard Capital Management
Georgia
$409K +$11.2K +42 +3%
SB
1056
Simmons Bank
Arkansas
$406K – – –
AWA
1057
Aaron Wealth Advisors
Illinois
$405K +$89.2K +333 +30%
WG
1058
Welch Group
Alabama
$405K +$388K +1,450 New
MA
1059
MKT Advisors
California
$404K – – –
DIA
1060
Dana Investment Advisors
Wisconsin
$404K – – –
EWM
1061
Evermay Wealth Management
Virginia
$403K -$71K -265 -15%
TIA
1062
Tiemann Investment Advisors
California
$403K – – –
RWP
1063
RWA Wealth Partners
Massachusetts
$403K +$8.57K +32 +2%
IC
1064
Inscription Capital
Texas
$403K +$3.48K +13 +0.9%
MPIA
1065
Milestones Private Investment Advisors
New York
$402K – – –
HNWA
1066
Henrickson Nauta Wealth Advisors
Michigan
$402K +$9.64K +36 +3%
HPBT
1067
Hickory Point Bank & Trust
Illinois
$396K – – –
FWM
1068
ForthRight Wealth Management
Georgia
$395K -$15.3K -57 -4%
AO
1069
Advisor OS
Illinois
$394K -$21.7K -81 -5%
AIM
1070
Aspen Investment Management
Michigan
$393K – – –
GWWM
1071
Great Waters Wealth Management
Minnesota
$393K +$536 +2 +0.1%
RA
1072
Riversedge Advisors
Delaware
$391K +$138K +517 +58%
MSS
1073
Mitchell Sinkler & Starr
Pennsylvania
$391K – – –
WIC
1074
Woodmont Investment Counsel
Tennessee
$390K +$2.68K +10 +0.7%
WIM
1075
WealthPlan Investment Management
Nebraska
$389K -$5.09K -19 -1%
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