We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1076
Cutler Group
California
$12K +$13K +84 New
BFC
1077
Bedel Financial Consulting
Indiana
$11K – – –
CPFP
1078
Clear Perspectives Financial Planning
Ohio
$11K – – –
HCM
1079
Highlander Capital Management
New Jersey
$11K – – –
NSIM
1080
North Star Investment Management
Illinois
$11K +$619 +4 +6%
RA
1081
Resolute Advisors
California
$11K +$929 +6 +9%
SSC
1082
Syverson Strege & Co
Iowa
$11K +$11.5K +74 New
CFO
1083
CVA Family Office
Colorado
$10K -$40.6K -262 -75%
FFA
1084
Freedman Financial Associates
Massachusetts
$10K – – –
GTAM
1085
Global Trust Asset Management
Florida
$10K – – –
CWC
1086
Carolinas Wealth Consulting
North Carolina
$10K +$155 +1 +2%
LWP
1087
Laurel Wealth Planning
Minnesota
$10K +$4.03K +26 +62%
WWMSC
1088
Wagner Wealth Management (South Carolina)
South Carolina
$10K +$4.95K +32 +100%
BIMC
1089
Benson Investment Management Company
Virginia
$9K – – –
OAJ
1090
Ogorek Anthony Joseph
New York
$9K – – –
SGAM
1091
Smith Group Asset Management
Texas
$9K – – –
MS
1092
Mizuho Securities
Japan
$8K -$2.79K -18 -26%
FBT
1093
First Bank & Trust
South Dakota
$8K – – –
FMP
1094
Financial Management Professionals
Texas
$8K +$310 +2 +4%
LWM
1095
Liberty Wealth Management
California
$8K +$3.71K +24 +100%
BU
1096
BBVA USA
Alabama
$7K -$14.1K -91 -67%
MPWT
1097
MassMutual Private Wealth & Trust
Connecticut
$7K -$1.08K -7 -13%
RIM
1098
Rockbridge Investment Management
New York
$7K – – –
VCM
1099
Versant Capital Management
Arizona
$7K – – –
CWM
1100
Cranbrook Wealth Management
Michigan
$7K +$2.32K +15 +44%
42 43
44
45 46