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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1101
Brooklyn Investment Group
New York
$306K +$4K +16 +1%
SC
1102
Scotia Capital
Ontario, Canada
$306K +$317K +1,270 New
RWP
1103
RWA Wealth Partners
Massachusetts
$305K -$19.5K -78 -6%
IC
1104
Iconiq Capital
California
$305K +$316K +1,266 New
OC
1105
Oakworth Capital
Alabama
$304K -$43.9K -176 -12%
MWS
1106
MFA Wealth Services
California
$304K +$316K +1,264 New
NA
1107
Nestegg Advisors
New York
$302K +$300K +1,202 New
SGC
1108
Slocum, Gordon & Co
Rhode Island
$301K – – –
CSC
1109
Caldwell Sutter Capital
California
$301K +$1.25K +5 +0.4%
SPI
1110
Santori & Peters Inc
Pennsylvania
$298K – – –
PL
1111
Plancorp LLC
Missouri
$298K +$309K +1,236 New
AWA
1112
Arkadios Wealth Advisors
Georgia
$298K -$4.99K -20 -2%
SWM
1113
Segment Wealth Management
Texas
$297K – – –
WE
1114
Wealth Effects
Massachusetts
$296K -$19K -76 -6%
LCM
1115
Liberty Capital Management
Michigan
$296K – – –
EA
1116
Everpar Advisors
Oklahoma
$296K +$20K +80 +7%
MAG
1117
Mayfair Advisory Group
Alabama
$294K +$749 +3 +0.2%
SRC
1118
Sage Rhino Capital
California
$294K -$1.5K -6 -0.5%
LTI
1119
Laffer Tengler Investments
Tennessee
$293K – – –
AMG
1120
Advisors Management Group
Wisconsin
$293K -$7.49K -30 -2%
ASG
1121
Ariston Services Group
California
$292K -$749 -3 -0.2%
HPM
1122
Hudson Portfolio Management
New York
$291K +$61.2K +245 +25%
WA
1123
Wealth Architects
California
$291K -$3.25K -13 -1%
AC
1124
Apella Capital
Connecticut
$291K +$1.25K +5 +0.4%
PP
1125
Patten & Patten
Tennessee
$289K +$47.2K +189 +19%
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