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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1076
Root Financial Partners
California
$501K +$73.3K +242 +19%
TWM
1077
Trueblood Wealth Management
Ohio
$501K -$606 -2 -0.1%
KA
1078
Kovack Advisors
Florida
$501K +$234K +772 +104%
WT
1079
Washington Trust
Rhode Island
$501K +$30.3K +100 +7%
WG
1080
Welch Group
Alabama
$499K +$13.3K +44 +3%
PCM
1081
Polymer Capital Management
New York
$499K -$2.17M -7,176 -83%
KIM
1082
Kestra Investment Management
Texas
$498K -$27K -89 -6%
AU
1083
AlphaGrep UK
$497K -$644K -2,124 -59%
RC
1084
Randolph Company
Ohio
$496K – – –
HFBOT
1085
Home Federal Bank of Tennessee
Tennessee
$495K +$212K +700 +88%
VC
1086
Veracity Capital
Georgia
$495K -$12.7K -42 -3%
HNWA
1087
Henrickson Nauta Wealth Advisors
Michigan
$495K – – –
EWM
1088
Evermay Wealth Management
Virginia
$494K +$24.5K +81 +6%
ATFA
1089
All Terrain Financial Advisors
Minnesota
$494K – – –
WAP
1090
Wealthcare Advisory Partners
Pennsylvania
$493K -$13.3K -44 -3%
IA
1091
Integrity Alliance
Iowa
$492K -$16.4K -54 -3%
TSS
1092
Two Sigma Securities
New York
$492K +$452K +1,490 New
MSFS
1093
Main Street Financial Solutions
Pennsylvania
$490K +$450K +1,485 New
KFS
1094
Kurt F. Somerville
$490K – – –
RSWM
1095
Robertson Stephens Wealth Management
California
$487K -$8.18K -27 -2%
FFG
1096
Fiduciary Financial Group
California
$487K +$29.7K +98 +7%
OPA
1097
Old Port Advisors
Maine
$487K -$17.9K -59 -4%
MW
1098
MBL Wealth
North Carolina
$486K -$48.8K -161 -10%
MCM
1099
Monument Capital Management
Virginia
$486K +$64.9K +214 +17%
UF
1100
Univest Financial
Pennsylvania
$486K +$303 +1 +0.1%
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