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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1076
Cobblestone Capital Advisors
New York
$235K – – –
HI
1077
Harbour Investments
Wisconsin
$235K -$7.74K -36 -3%
OBWG
1078
Onyx Bridge Wealth Group
New York
$235K +$430 +2 +0.2%
AIM
1079
Anchor Investment Management
South Carolina
$234K – – –
SOW
1080
State of Wyoming
Wyoming
$233K -$70.9K -330 -22%
CFP
1081
Catalyst Financial Partners
Massachusetts
$233K +$19.8K +92 +9%
ECM
1082
EagleClaw Capital Management
Massachusetts
$233K – – –
AC
1083
Avestar Capital
New York
$232K +$20.2K +94 +9%
MSA
1084
Marino Stram & Associates
Massachusetts
$231K -$7.95K -37 -3%
CAGAS
1085
Capital Advisory Group Advisory Services
Minnesota
$230K – – –
FMII
1086
Farmers & Merchants Investments Inc
Nebraska
$225K – – –
FIA
1087
Foundations Investment Advisors
Arizona
$224K +$237K +1,103 New
ACI
1088
Alpha Cubed Investments
California
$224K +$3.01K +14 +1%
WH
1089
Willner & Heller
California
$224K +$2.36K +11 +1%
BCM
1090
Blume Capital Management
California
$224K – – –
PCM
1091
Pointe Capital Management
Michigan
$224K – – –
MSFS
1092
Main Street Financial Solutions
Pennsylvania
$221K -$6.45K -30 -3%
ADIM
1093
Alpha DNA Investment Management
Maryland
$221K – – –
CCA
1094
Childress Capital Advisors
Texas
$221K +$1.5K +7 +0.6%
SFC
1095
SYM Financial Corp
Indiana
$219K +$232K +1,078 New
PWPS
1096
Pinnacle Wealth Planning Services
Ohio
$219K +$430 +2 +0.2%
LJAC
1097
L.J. Altfest & Co
New York
$218K -$69K -321 -23%
EI
1098
Ellevest Inc
New York
$218K +$43K +200 +23%
BBI
1099
Baxter Bros Inc
Connecticut
$218K – – –
AA
1100
Advisory Alpha
Michigan
$218K +$230K +1,071 New
42 43
44
45 46