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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
ADIM
1101
Alpha DNA Investment Management
Maryland
$250K – – –
CPBTD
1102
Central Pacific Bank - Trust Division
Hawaii
$249K +$234K +1,093 New
CCA
1103
Childress Capital Advisors
Texas
$248K -$25.6K -120 -10%
PWPS
1104
Pinnacle Wealth Planning Services
Ohio
$247K -$427 -2 -0.2%
BBI
1105
Baxter Bros Inc
Connecticut
$247K -$21.4K -100 -9%
OBWG
1106
Onyx Bridge Wealth Group
New York
$246K -$6.41K -30 -3%
CB
1107
Centennial Bank
Arkansas
$245K – – –
KFI
1108
Key Financial Inc
Pennsylvania
$245K – – –
PP
1109
Patten & Patten
Tennessee
$244K – – –
PI
1110
Pettee Investors
Connecticut
$244K – – –
Exchange Traded Concepts
1111
Exchange Traded Concepts
Oklahoma
$242K -$534K -2,500 -70%
AC
1112
Avestar Capital
New York
$242K +$224K +1,047 New
SDAM
1113
Shulman DeMeo Asset Management
New York
$241K +$224K +1,047 New
World Investment Advisors
1114
World Investment Advisors
California
$241K +$223K +1,046 New
ABN AMRO Investment Solutions
1115
ABN AMRO Investment Solutions
$240K +$223K +1,044 New
SMA
1116
Sage Mountain Advisors
Georgia
$240K +$223K +1,043 New
Jarislowsky, Fraser Ltd
1117
Jarislowsky, Fraser Ltd
Quebec, Canada
$239K +$222K +1,040 New
GA
1118
Gateway Advisory
New Jersey
$238K +$221K +1,035 New
CFA
1119
Cahill Financial Advisors
Minnesota
$238K +$220K +1,032 New
IFP Advisors
1120
IFP Advisors
Florida
$237K +$5.98K +28 +3%
NCM
1121
Next Capital Management
New York
$237K +$220K +1,029 New
CIS
1122
Custom Index Systems
New York
$235K -$159K -745 -42%
HWA
1123
HCR Wealth Advisors
California
$235K +$219K +1,023 New
EP
1124
Edgestream Partners
New Jersey
$235K +$218K +1,019 New
GEA
1125
Glen Eagle Advisors
New Jersey
$234K – – –