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Travelers Companies
TRV

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