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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1101
Apella Capital
Connecticut
$483K +$20.3K +67 +5%
FNT
1102
First Nebraska Trust
Nebraska
$480K +$90.9K +300 +26%
TCWA
1103
Turtle Creek Wealth Advisors
Texas
$480K +$909 +3 +0.2%
SEA
1104
Stegent Equity Advisors
Texas
$479K -$4.85K -16 -1%
BAM
1105
Belleair Asset Management
Florida
$478K – – –
DIA
1106
Dana Investment Advisors
Wisconsin
$477K – – –
DOA
1107
D'Orazio & Associates
Virginia
$476K +$6.67K +22 +2%
FWM
1108
Focused Wealth Management
New York
$470K +$92.1K +304 +27%
CWS
1109
Confluence Wealth Services
Pennsylvania
$468K +$132K +437 +45%
FHA
1110
Flagship Harbor Advisors
Massachusetts
$467K -$303 -1 -0.1%
HCM
1111
Howard Capital Management
Georgia
$465K +$202K +666 +90%
WSC
1112
Wellington Shields & Co
New York
$465K – – –
BFIM
1113
Beese Fulmer Investment Management
Ohio
$465K +$59.7K +197 +16%
AP
1114
Advisortrust Partners
North Carolina
$464K +$24.5K +81 +6%
MA
1115
MCF Advisors
Kentucky
$464K – – –
SF
1116
Succession Financial
Texas
$463K +$425K +1,402 New
MSS
1117
Mitchell Sinkler & Starr
Pennsylvania
$462K – – –
POIA
1118
Pin Oak Investment Advisors
Texas
$462K +$1.51K +5 +0.4%
WIC
1119
Woodmont Investment Counsel
Tennessee
$462K +$5.76K +19 +1%
CPWM
1120
Cypress Point Wealth Management
Texas
$462K +$56.1K +185 +15%
AWM
1121
Atticus Wealth Management
Florida
$459K +$5.76K +19 +1%
SB
1122
Simmons Bank
Arkansas
$459K +$13K +43 +3%
AIM
1123
Aspen Investment Management
Michigan
$458K – – –
ABWM
1124
Alpine Bank Wealth Management
Colorado
$456K – – –
GWWM
1125
Great Waters Wealth Management
Minnesota
$454K -$10.9K -36 -3%
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