We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1101
Flagship Harbor Advisors
Massachusetts
$467K -$303 -1 -0.1%
HCM
1102
Howard Capital Management
Georgia
$465K +$202K +666 +90%
WSC
1103
Wellington Shields & Co
New York
$465K – – –
BFIM
1104
Beese Fulmer Investment Management
Ohio
$465K +$59.7K +197 +16%
AP
1105
Advisortrust Partners
North Carolina
$464K +$24.5K +81 +6%
MA
1106
MCF Advisors
Kentucky
$464K – – –
SF
1107
Succession Financial
Texas
$463K +$425K +1,402 New
MSS
1108
Mitchell Sinkler & Starr
Pennsylvania
$462K – – –
POIA
1109
Pin Oak Investment Advisors
Texas
$462K +$1.51K +5 +0.4%
WIC
1110
Woodmont Investment Counsel
Tennessee
$462K +$5.76K +19 +1%
CPWM
1111
Cypress Point Wealth Management
Texas
$462K +$56.1K +185 +15%
AWM
1112
Atticus Wealth Management
Florida
$459K +$5.76K +19 +1%
SB
1113
Simmons Bank
Arkansas
$459K +$13K +43 +3%
AIM
1114
Aspen Investment Management
Michigan
$458K – – –
ABWM
1115
Alpine Bank Wealth Management
Colorado
$456K – – –
GWWM
1116
Great Waters Wealth Management
Minnesota
$454K -$10.9K -36 -3%
HPBT
1117
Hickory Point Bank & Trust
Illinois
$454K -$13.9K -46 -3%
BFO
1118
Boston Family Office
Massachusetts
$451K -$25.8K -85 -6%
SACTSONJ
1119
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$450K -$44.2K -146 -10%
FWM
1120
ForthRight Wealth Management
Georgia
$450K -$15.5K -51 -4%
NB
1121
NBT Bank
New York
$448K – – –
MPIA
1122
Milestones Private Investment Advisors
New York
$446K – – –
SP
1123
SmartHarvest Portfolios
Washington
$444K +$59.4K +196 +17%
WIM
1124
WealthPlan Investment Management
Nebraska
$442K +$5.46K +18 +1%
FFM
1125
Forum Financial Management
Illinois
$440K – – –
43 44
45
46 47