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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
1101
New Hampshire Trust
New Hampshire
$337K -$11.2K -45 -3%
AO
1102
Advisor OS
Illinois
$335K -$5.48K -22 -2%
OC
1103
Oakworth Capital
Alabama
$334K – – –
MPWT
1104
MassMutual Private Wealth & Trust
Connecticut
$334K +$24.9K +100 +9%
DP
1105
Dearborn Partners
Illinois
$334K -$31.1K -125 -9%
WA
1106
Wealth Architects
California
$333K +$12K +48 +4%
LCM
1107
Liberty Capital Management
Michigan
$332K +$5.98K +24 +2%
CSC
1108
Caldwell Sutter Capital
California
$331K +$997 +4 +0.3%
NI
1109
NDVR Inc
Massachusetts
$329K -$14.2K -57 -4%
DOA
1110
D'Orazio & Associates
Virginia
$329K +$14.7K +59 +5%
CCC
1111
Compass Capital Corp
Massachusetts
$328K +$309K +1,239 New
AWM
1112
Aprio Wealth Management
Georgia
$328K +$41.1K +165 +15%
FZCM
1113
Flynn Zito Capital Management
New York
$327K -$230K -922 -43%
SPI
1114
Santori & Peters Inc
Pennsylvania
$327K – – –
WE
1115
Wealth Effects
Massachusetts
$325K +$249 +1 +0.1%
OPA
1116
Old Port Advisors
Maine
$325K -$21.9K -88 -7%
SGC
1117
Slocum, Gordon & Co
Rhode Island
$324K -$6.23K -25 -2%
OWA
1118
One Wealth Advisors
California
$323K +$76.7K +308 +34%
UAG
1119
United Advisor Group
Ohio
$323K -$113K -452 -27%
WTB
1120
Washington Trust Bank
Washington
$322K +$303K +1,218 New
SRC
1121
Sage Rhino Capital
California
$322K -$747 -3 -0.2%
AMG
1122
Advisors Management Group
Wisconsin
$322K – – –
ASG
1123
Ariston Services Group
California
$321K – – –
MPM
1124
MBB Public Markets
Illinois
$321K +$302K +1,212 New
LPT
1125
Legacy Private Trust
Wisconsin
$319K -$39.9K -160 -12%
43 44
45
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