TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1076
Legacy Private Trust
Wisconsin
$330K -$58.7K -235 -15%
QC
1077
Quent Capital
New York
$328K +$10.7K +43 +3%
NB
1078
NBT Bank
New York
$328K -$25K -100 -7%
GWWM
1079
Great Waters Wealth Management
Minnesota
$327K +$999 +4 +0.3%
OWP
1080
Obermeyer Wealth Partners
Colorado
$324K +$83.1K +333 +33%
FNT
1081
First Nebraska Trust
Nebraska
$324K – – –
SFI
1082
SPC Financial Inc
Maryland
$323K +$27K +108 +9%
GTAM
1083
Global Trust Asset Management
Florida
$321K +$48.9K +196 +17%
SFS
1084
Strategic Financial Services
New York
$321K – – –
FFG
1085
Fiduciary Financial Group
California
$321K -$15.2K -61 -4%
NHT
1086
New Hampshire Trust
New Hampshire
$318K -$8.49K -34 -3%
AC
1087
Avestar Capital
New York
$318K +$37.7K +151 +13%
TW
1088
TrinityPoint Wealth
Connecticut
$317K -$4.24K -17 -1%
OPA
1089
Old Port Advisors
Maine
$317K -$499 -2 -0.2%
SWTS
1090
Stonehaven Wealth & Tax Solutions
Wisconsin
$316K +$327K +1,310 New
VST
1091
Van Strum & Towne
California
$314K – – –
WCM
1092
Windsor Capital Management
Arizona
$314K -$18.2K -73 -5%
NI
1093
NDVR Inc
Massachusetts
$313K +$18.7K +75 +6%
SFC
1094
SYM Financial Corp
Indiana
$313K +$24.7K +99 +8%
PD
1095
Point72 (DIFC)
United Arab Emirates
$313K -$1.08M -4,319 -77%
DAM
1096
Delta Asset Management
Tennessee
$312K – – –
ERIM
1097
Eagle Ridge Investment Management
Connecticut
$311K – – –
AO
1098
Advisor OS
Illinois
$310K -$14.5K -58 -4%
LOPW
1099
Live Oak Private Wealth
North Carolina
$310K – – –
NQWM
1100
Northwest Quadrant Wealth Management
Oregon
$309K -$9.74K -39 -3%
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