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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1101
Endurance Wealth Management
Rhode Island
$81K – – –
IA
1102
IFP Advisors
Florida
$80K -$261K -1,437 -61%
CWA
1103
Clearview Wealth Advisors
Oregon
$77.3K +$546 +3 +0.7%
DSC
1104
Duncker Streett & Co
Missouri
$75.1K -$7.27K -40 -8%
ANBT
1105
American National Bank & Trust
Texas
$71.8K – – –
SIS
1106
Strategic Investment Solutions
Illinois
$69.2K +$73.3K +403 New
HIA
1107
Harbor Investment Advisory
Maryland
$68.4K -$227K -1,248 -76%
FFC
1108
First Financial Corp
Indiana
$65.3K – – –
CCM
1109
Carderock Capital Management
Maryland
$64.3K +$68.2K +375 New
DAC
1110
Dividend Assets Capital
South Carolina
$64K – – –
CFO
1111
CVA Family Office
Colorado
$63.8K +$67.6K +372 New
SS
1112
Sunbelt Securities
Texas
$61.3K +$65.3K +359 New
TH
1113
TCTC Holdings
Texas
$59.7K +$9.09K +50 +17%
FP
1114
Financial Perspectives
Minnesota
$58.9K – – –
PWMG
1115
Prestige Wealth Management Group
New Jersey
$58.8K +$5.09K +28 +9%
CBT
1116
Central Bank & Trust
Kentucky
$58.3K – – –
BIA
1117
Bell Investment Advisors
California
$57.9K -$727 -4 -1%
WIM
1118
Westside Investment Management
California
$57.3K – – –
CP
1119
Castleview Partners
Texas
$56.4K +$59.8K +329 New
EWA
1120
EverSource Wealth Advisors
Alabama
$56.1K +$727 +4 +1%
RDIA
1121
RE Dickinson Investment Advisors
Iowa
$56K – – –
WTA
1122
Washington Trust Advisors
Massachusetts
$55.6K +$182 +1 +0.3%
Jones Financial Companies
1123
Jones Financial Companies
Missouri
$53.5K +$29.8K +164 +111%
NF
1124
Norwood Financial
Pennsylvania
$53.1K – – –
PFSC
1125
Peoples Financial Services Corp
Pennsylvania
$53K -$27.3K -150 -33%