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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1076
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K – – –
ATC
1077
Adirondack Trust Company
New York
$124K – – –
CHC
1078
City Holding Co
West Virginia
$121K – – –
LWA
1079
Lenox Wealth Advisors
New York
$120K +$2.74K +16 +3%
MMG
1080
Monetary Management Group
Missouri
$119K – – –
AFS
1081
Annapolis Financial Services
Maryland
$117K +$51.4K +300 +89%
DWA
1082
Dougherty Wealth Advisers
Minnesota
$115K – – –
GWS
1083
Glassman Wealth Services
Virginia
$115K +$7.2K +42 +7%
BWM
1084
Baystate Wealth Management
Massachusetts
$112K +$343 +2 +0.3%
SIC
1085
Salem Investment Counselors
North Carolina
$110K -$8.06K -47 -7%
EWM
1086
Endurance Wealth Management
Rhode Island
$109K -$85.7K -500 -46%
BCA
1087
Bray Capital Advisors
Florida
$109K – – –
T
1088
TCWP
Ohio
$109K +$103K +599 New
JGIA
1089
Jackson Grant Investment Advisers
Connecticut
$106K +$99.4K +580 New
AWM
1090
Avior Wealth Management
Nebraska
$102K +$171 +1 +0.2%
PWC
1091
PYA Waltman Capital
Tennessee
$100K +$83.8K +489 +829%
EW
1092
Evoke Wealth
California
$98K -$486K -2,837 -84%
ODG
1093
O'Dell Group
Ohio
$98K – – –
GRP
1094
Global Retirement Partners
California
$98K +$96.5K +563 New
FWM
1095
Focused Wealth Management
New York
$96K -$175K -1,022 -66%
HWA
1096
HHM Wealth Advisors
Tennessee
$96K -$343 -2 -0.4%
CNBTD
1097
Citizens National Bank Trust Department
Mississippi
$94K – – –
SA
1098
SRH Advisors
Kansas
$94K – – –
CSIA
1099
Conrad Siegel Investment Advisors
Pennsylvania
$91K +$85.7K +500 New
TSWM
1100
Tyler-Stone Wealth Management
Ohio
$88K -$3.09K -18 -4%
42 43
44
45 46