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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1076
Tyler-Stone Wealth Management
Ohio
$65K -$17.4K -100 -21%
FEG
1077
Financial Enhancement Group
Indiana
$65K – – –
FFC
1078
First Financial Corp
Indiana
$65K – – –
PWM
1079
Prentice Wealth Management
New York
$65K +$66.6K +383 New
LF
1080
Lee Financial
Texas
$63K -$1.91K -11 -3%
CFO
1081
CVA Family Office
Colorado
$61K +$14.9K +86 +31%
COCM
1082
Charter Oak Capital Management
New Hampshire
$60K -$21.7K -125 -26%
ACA
1083
Atlas Capital Advisors
Wyoming
$59K +$15.5K +89 +34%
CBT
1084
Central Bank & Trust
Kentucky
$58K – – –
RDIA
1085
RE Dickinson Investment Advisors
Iowa
$55K -$5.21K -30 -8%
BIA
1086
Bell Investment Advisors
California
$55K +$56.7K +326 New
WTA
1087
Washington Trust Advisors
Massachusetts
$54K +$174 +1 +0.3%
SBL
1088
Sargent Bickham Lagudis
Colorado
$53K +$3.13K +18 +6%
EI
1089
Ellevest Inc
New York
$53K +$10.6K +61 +24%
NF
1090
Norwood Financial
Pennsylvania
$52K – – –
CA
1091
Crewe Advisors
Utah
$51K +$7.3K +42 +16%
PWMG
1092
Prestige Wealth Management Group
New Jersey
$50K -$30.8K -177 -37%
TH
1093
TCTC Holdings
Texas
$50K – – –
FP
1094
Financial Perspectives
Minnesota
$49K – – –
PFGIA
1095
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$20.3K -117 -30%
HFM
1096
Hartford Financial Management
Connecticut
$47K – – –
SCM
1097
Silvant Capital Management
Georgia
$47K – – –
VC
1098
Vestor Capital
Illinois
$47K – – –
AIP
1099
Ahrens Investment Partners
Louisiana
$44K – – –
PSB
1100
Piscataqua Savings Bank
New Hampshire
$44K – – –
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