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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1051
Busey Bank
Illinois
$456K -$41.6K -142 -8%
VT
1052
Volterra Technologies
New York
$454K +$456K +1,556 New
OF
1053
Optimize Financial
California
$454K -$30.8K -105 -6%
MFIM
1054
Mesirow Financial Investment Management
Illinois
$453K +$4.98K +17 +1%
AWA
1055
AGH Wealth Advisors
Kansas
$451K -$22.9K -78 -5%
IA
1056
Integrity Alliance
Iowa
$451K +$59.2K +202 +15%
RA
1057
Riversedge Advisors
Delaware
$451K -$2.05K -7 -0.5%
VC
1058
Veracity Capital
Georgia
$450K -$7.32K -25 -2%
WAP
1059
Wealthcare Advisory Partners
Pennsylvania
$449K +$23.4K +80 +5%
TPI
1060
Trust Point Inc
Wisconsin
$448K +$118K +404 +36%
GCM
1061
G2 Capital Management
Ohio
$447K -$2.93K -10 -0.6%
OPA
1062
Old Port Advisors
Maine
$447K +$97.6K +333 +28%
TCM
1063
Tradewinds Capital Management
Washington
$447K – – –
GSEP
1064
Golden State Equity Partners
California
$447K +$149K +507 +49%
CB
1065
Community Bank
New York
$447K -$5.86K -20 -1%
BSTWA
1066
Blake Schutter Theil Wealth Advisors
Ohio
$447K – – –
GEA
1067
Glen Eagle Advisors
New Jersey
$446K – – –
FAT
1068
First American Trust
California
$446K +$7.62K +26 +2%
PP
1069
Patten & Patten
Tennessee
$444K – – –
CFP
1070
Catalyst Financial Partners
Massachusetts
$444K +$66.2K +226 +17%
TWM
1071
Trueblood Wealth Management
Ohio
$443K +$879 +3 +0.2%
4A
1072
4Wealth Advisors
Illinois
$443K -$103K -351 -19%
SACTSONJ
1073
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$440K +$442K +1,510 New
HCM
1074
Howland Capital Management
Massachusetts
$440K – – –
RSWM
1075
Robertson Stephens Wealth Management
California
$438K +$8.2K +28 +2%
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