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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1101
Global Wealth Management Investment Advisory
Florida
$16K +$2.45K +18 +18%
BWL
1102
Bogart Wealth LLC
Virginia
$16K +$16.2K +119 New
HIIFS
1103
Harel Insurance Investments & Financial Services
Israel
$15K – – –
LB
1104
Legacy Bridge
Iowa
$15K – – –
PW
1105
Price Wealth
Texas
$15K +$1.36K +10 +10%
OAJ
1106
Ogorek Anthony Joseph
New York
$15K +$8.17K +60 +120%
JSC
1107
Jackson Square Capital
California
$15K +$15K +110 New
AP
1108
Americana Partners
Texas
$15K +$15.8K +116 New
CI
1109
CX Institutional
Indiana
$14K -$1.36K -10 -9%
BAM
1110
Barrett Asset Management
New York
$14K – – –
BRC
1111
Bell Rock Capital
Delaware
$14K +$136 +1 +1%
MF
1112
Manchester Financial
California
$13K +$12.5K +92 New
SQA
1113
Simon Quick Advisors
New Jersey
$13K +$12.7K +93 New
AIC
1114
Archer Investment Corporation
Indiana
$12K +$953 +7 +8%
SSWG
1115
Seven Springs Wealth Group
Tennessee
$12K +$11.7K +86 New
IA
1116
IndexIQ Advisors
New York
$12K +$11.8K +87 New
WLPWM
1117
Walled Lake Planning & Wealth Management
Illinois
$12K +$12K +88 New
CFFP
1118
Center for Financial Planning
Michigan
$12K +$12.4K +91 New
WCG
1119
Weaver Consulting Group
California
$11K – – –
HCM
1120
Highlander Capital Management
New Jersey
$10K – – –
LWM
1121
Liberty Wealth Management
California
$10K +$8.17K +60 +429%
BCI
1122
Brinker Capital Investments
Pennsylvania
$9K – – –
PMFA
1123
Plante Moran Financial Advisors
Michigan
$9K +$8.71K +64 New
SGAM
1124
Smith Group Asset Management
Texas
$8K -$5.45K -40 -40%
FRA
1125
Front Row Advisors
California
$8K -$681 -5 -8%
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