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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1076
McKinley Carter Wealth Services
West Virginia
$389K -$32.9K -123 -8%
WWC
1077
Waypoint Wealth Counsel
Georgia
$389K +$171K +637 +84%
ABWM
1078
Alpine Bank Wealth Management
Colorado
$388K -$1.34K -5 -0.4%
WA
1079
Wealthstar Advisors
Texas
$387K – – –
NHT
1080
New Hampshire Trust
New Hampshire
$387K +$8.03K +30 +2%
LAI
1081
Legal Advantage Investments
California
$385K – – –
RPGK
1082
Retirement Planning Group (Kansas)
Kansas
$382K +$17.7K +66 +5%
PL
1083
Plancorp LLC
Missouri
$382K -$2.68K -10 -0.7%
RG
1084
Rathbones Group
United Kingdom
$381K +$53.6K +200 +17%
AWM
1085
Atticus Wealth Management
Florida
$381K +$125K +466 +52%
SFI
1086
SPC Financial Inc
Maryland
$380K +$2.95K +11 +0.8%
CAG
1087
Csenge Advisory Group
Florida
$377K +$4.82K +18 +1%
DJSG
1088
D.J. St. Germain
Massachusetts
$374K -$7.77K -29 -2%
DOA
1089
D'Orazio & Associates
Virginia
$374K -$24.4K -91 -6%
NB
1090
NBT Bank
New York
$373K – – –
MSA
1091
Marino Stram & Associates
Massachusetts
$373K +$57.6K +215 +19%
SFS
1092
Strategic Financial Services
New York
$372K +$268 +1 +0.1%
JTWM
1093
Jackson Thornton Wealth Management
Alabama
$371K +$351K +1,311 New
WCM
1094
Windsor Capital Management
Arizona
$370K -$4.02K -15 -1%
CT
1095
Caldwell Trust
Florida
$367K +$39.9K +149 +13%
BBA
1096
BLB&B Advisors
Pennsylvania
$367K +$8.57K +32 +2%
ST
1097
Somerset Trust
Pennsylvania
$366K +$268 +1 +0.1%
MWA
1098
Medallion Wealth Advisors
Connecticut
$366K – – –
RG
1099
Renaissance Group
Kentucky
$365K – – –
VST
1100
Van Strum & Towne
California
$364K – – –
42 43
44
45 46