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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1076
Wealthcare Advisory Partners
Pennsylvania
$423K +$45K +160 +12%
MA
1077
MKT Advisors
California
$420K – – –
BAM
1078
Belleair Asset Management
Florida
$420K +$407K +1,447 New
DIA
1079
Dana Investment Advisors
Wisconsin
$419K – – –
EWM
1080
Evermay Wealth Management
Virginia
$419K – – –
IC
1081
Inscription Capital
Texas
$419K +$281 +1 +0.1%
BWP
1082
Balboa Wealth Partners
Arizona
$418K -$45.3K -161 -10%
CL
1083
CSS LLC
Illinois
$418K -$101K -360 -20%
MPIA
1084
Milestones Private Investment Advisors
New York
$418K – – –
SP
1085
SmartHarvest Portfolios
Washington
$413K +$401K +1,424 New
WPP
1086
Whalerock Point Partners
Rhode Island
$412K -$72.6K -258 -15%
HPBT
1087
Hickory Point Bank & Trust
Illinois
$412K – – –
WT
1088
Washington Trust
Rhode Island
$412K +$155K +550 +63%
DOA
1089
D'Orazio & Associates
Virginia
$411K +$22.5K +80 +6%
NL
1090
NWAM LLC
Washington
$411K -$83.6K -297 -17%
FWM
1091
ForthRight Wealth Management
Georgia
$410K – – –
AO
1092
Advisor OS
Illinois
$409K +$281 +1 +0.1%
GWWM
1093
Great Waters Wealth Management
Minnesota
$409K +$844 +3 +0.2%
WSC
1094
Wellington Shields & Co
New York
$408K -$28.1K -100 -7%
MSS
1095
Mitchell Sinkler & Starr
Pennsylvania
$406K – – –
WIC
1096
Woodmont Investment Counsel
Tennessee
$405K – – –
FFG
1097
Fiduciary Financial Group
California
$404K +$33.2K +118 +9%
MCWS
1098
McKinley Carter Wealth Services
West Virginia
$404K – – –
ABWM
1099
Alpine Bank Wealth Management
Colorado
$403K -$281 -1 -0.1%
AIM
1100
Aspen Investment Management
Michigan
$403K -$5.07K -18 -1%
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