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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1101
SOA Wealth Advisors
New York
$12K -$1.76K -12 -13%
ACM
1102
Allred Capital Management
Texas
$11.1K +$10.9K +74 New
BFC
1103
Bedel Financial Consulting
Indiana
$11K – – –
CPFP
1104
Clear Perspectives Financial Planning
Ohio
$11K – – –
HCM
1105
Highlander Capital Management
New Jersey
$11K – – –
FI
1106
FormulaFolio Investments
Michigan
$10K -$329K -2,241 -97%
MS
1107
Mizuho Securities
Japan
$10K -$6.32K -43 -38%
CWC
1108
Carolinas Wealth Consulting
North Carolina
$10K – – –
MRCM
1109
M&R Capital Management
New Jersey
$10K – – –
NSIM
1110
North Star Investment Management
Illinois
$10K – – –
GAM
1111
Grandview Asset Management
Pennsylvania
$10K +$9.99K +68 New
BBHC
1112
Brown Brothers Harriman & Co
New York
$9K -$14.6K -99 -63%
OAJ
1113
Ogorek Anthony Joseph
New York
$9K -$7.35K -50 -45%
FFA
1114
Freedman Financial Associates
Massachusetts
$9K – – –
GTAM
1115
Global Trust Asset Management
Florida
$9K – – –
SGAM
1116
Smith Group Asset Management
Texas
$9K – – –
TCWM
1117
Total Clarity Wealth Management
Illinois
$9K +$9.11K +62 New
CCM
1118
Covington Capital Management
California
$8K -$2.35K -16 -23%
BIMC
1119
Benson Investment Management Company
Virginia
$8K – – –
FBT
1120
First Bank & Trust
South Dakota
$8K +$441 +3 +6%
EWA
1121
Evolution Wealth Advisors
Florida
$8K +$7.35K +50 New
CCA
1122
Column Capital Advisors
Indiana
$7K -$4.12K -28 -37%
BAMG
1123
Brand Asset Management Group
Missouri
$7K – – –
RF
1124
Robbins Farley
New Hampshire
$7K – – –
RIM
1125
Rockbridge Investment Management
New York
$7K – – –
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