TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1076
IVC Wealth Advisors
Pennsylvania
$274K – – –
NPP
1077
New Potomac Partners
Maryland
$272K -$55.5K -260 -18%
WP
1078
Wealthspan Partners
Iowa
$272K +$4.27K +20 +2%
SCA
1079
Sippican Capital Advisors
Massachusetts
$270K -$128K -600 -34%
MSA
1080
Marino Stram & Associates
Massachusetts
$270K – – –
RG
1081
Rathbones Group
United Kingdom
$268K +$249K +1,166 New
LSPW
1082
Lake Street Private Wealth
Illinois
$268K -$7.05K -33 -3%
SRC
1083
Sage Rhino Capital
California
$267K -$5.55K -26 -2%
AC
1084
Apella Capital
Connecticut
$266K +$3.85K +18 +2%
CCA
1085
Cobblestone Capital Advisors
New York
$266K – – –
AIM
1086
Anchor Investment Management
South Carolina
$265K -$10.7K -50 -4%
ECM
1087
EagleClaw Capital Management
Massachusetts
$264K – – –
GM
1088
GeoWealth Management
Illinois
$262K +$118K +554 +95%
CAGAS
1089
Capital Advisory Group Advisory Services
Minnesota
$261K +$2.14K +10 +0.9%
NI
1090
NDVR Inc
Massachusetts
$258K +$240K +1,122 New
MSFS
1091
Main Street Financial Solutions
Pennsylvania
$257K +$239K +1,118 New
OTL
1092
Oak Thistle LLC
New York
$255K +$237K +1,109 New
FMII
1093
Farmers & Merchants Investments Inc
Nebraska
$255K – – –
VFA
1094
Voya Financial Advisors
Connecticut
$254K -$27.8K -130 -10%
BCM
1095
Blume Capital Management
California
$253K – – –
PCM
1096
Pointe Capital Management
Michigan
$253K – – –
EA
1097
Everpar Advisors
Oklahoma
$253K -$117K -548 -33%
WH
1098
Willner & Heller
California
$251K +$1.07K +5 +0.5%
ACI
1099
Alpha Cubed Investments
California
$250K -$188K -878 -45%
CRWM
1100
Castle Rock Wealth Management
California
$250K +$427 +2 +0.2%
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