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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1076
Wealthspan Partners
Iowa
$272K +$4.27K +20 +2%
SCA
1077
Sippican Capital Advisors
Massachusetts
$270K -$128K -600 -34%
MSA
1078
Marino Stram & Associates
Massachusetts
$270K – – –
RG
1079
Rathbones Group
United Kingdom
$268K +$249K +1,166 New
LSPW
1080
Lake Street Private Wealth
Illinois
$268K -$7.05K -33 -3%
SRC
1081
Sage Rhino Capital
California
$267K -$5.55K -26 -2%
AC
1082
Apella Capital
Connecticut
$266K +$3.85K +18 +2%
CCA
1083
Cobblestone Capital Advisors
New York
$266K – – –
AIM
1084
Anchor Investment Management
South Carolina
$265K -$10.7K -50 -4%
ECM
1085
EagleClaw Capital Management
Massachusetts
$264K – – –
GM
1086
GeoWealth Management
Illinois
$262K +$118K +554 +95%
CAGAS
1087
Capital Advisory Group Advisory Services
Minnesota
$261K +$2.14K +10 +0.9%
NI
1088
NDVR Inc
Massachusetts
$258K +$240K +1,122 New
MSFS
1089
Main Street Financial Solutions
Pennsylvania
$257K +$239K +1,118 New
OTL
1090
Oak Thistle LLC
New York
$255K +$237K +1,109 New
FMII
1091
Farmers & Merchants Investments Inc
Nebraska
$255K – – –
VFA
1092
Voya Financial Advisors
Connecticut
$254K -$27.8K -130 -10%
BCM
1093
Blume Capital Management
California
$253K – – –
PCM
1094
Pointe Capital Management
Michigan
$253K – – –
EA
1095
Everpar Advisors
Oklahoma
$253K -$117K -548 -33%
WH
1096
Willner & Heller
California
$251K +$1.07K +5 +0.5%
ACI
1097
Alpha Cubed Investments
California
$250K -$188K -878 -45%
CRWM
1098
Castle Rock Wealth Management
California
$250K +$427 +2 +0.2%
ADIM
1099
Alpha DNA Investment Management
Maryland
$250K – – –
CPBTD
1100
Central Pacific Bank - Trust Division
Hawaii
$249K +$234K +1,093 New
42 43
44
45 46