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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
Robertson Stephens Wealth Management
1076
Robertson Stephens Wealth Management
California
$428K +$2.81K +10 +0.7%
Howard Capital Management
1077
Howard Capital Management
Georgia
$427K +$1.97K +7 +0.5%
Welch Group
1078
Welch Group
Alabama
$426K +$4.79K +17 +1%
WAP
1079
Wealthcare Advisory Partners
Pennsylvania
$423K +$45K +160 +12%
MA
1080
MKT Advisors
California
$420K – – –
BAM
1081
Belleair Asset Management
Florida
$420K +$407K +1,447 New
Dana Investment Advisors
1082
Dana Investment Advisors
Wisconsin
$419K – – –
EWM
1083
Evermay Wealth Management
Virginia
$419K – – –
IC
1084
Inscription Capital
Texas
$419K +$281 +1 +0.1%
BWP
1085
Balboa Wealth Partners
Arizona
$418K -$45.3K -161 -10%
CL
1086
CSS LLC
Illinois
$418K -$101K -360 -20%
MPIA
1087
Milestones Private Investment Advisors
New York
$418K – – –
SP
1088
SmartHarvest Portfolios
Washington
$413K +$401K +1,424 New
WPP
1089
Whalerock Point Partners
Rhode Island
$412K -$72.6K -258 -15%
HPBT
1090
Hickory Point Bank & Trust
Illinois
$412K – – –
Washington Trust
1091
Washington Trust
Rhode Island
$412K +$155K +550 +63%
DOA
1092
D'Orazio & Associates
Virginia
$411K +$22.5K +80 +6%
NL
1093
NWAM LLC
Washington
$411K -$83.6K -297 -17%
FWM
1094
ForthRight Wealth Management
Georgia
$410K – – –
AO
1095
Advisor OS
Illinois
$409K +$281 +1 +0.1%
GWWM
1096
Great Waters Wealth Management
Minnesota
$409K +$844 +3 +0.2%
WSC
1097
Wellington Shields & Co
New York
$408K -$28.1K -100 -7%
MSS
1098
Mitchell Sinkler & Starr
Pennsylvania
$406K – – –
WIC
1099
Woodmont Investment Counsel
Tennessee
$405K – – –
FFG
1100
Fiduciary Financial Group
California
$404K +$33.2K +118 +9%