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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1101
Plante Moran Financial Advisors
Michigan
$335K -$152K -577 -32%
UAG
1102
United Advisor Group
Ohio
$333K +$6.06K +23 +2%
CAC
1103
Core Alternative Capital
Georgia
$333K +$47.5K +180 +17%
WA
1104
Wealth Architects
California
$332K -$4.22K -16 -1%
OC
1105
Oakworth Capital
Alabama
$332K -$6.33K -24 -2%
FZCM
1106
Flynn Zito Capital Management
New York
$331K – – –
SPI
1107
Santori & Peters Inc
Pennsylvania
$331K – – –
SRC
1108
Sage Rhino Capital
California
$330K +$4.22K +16 +1%
WE
1109
Wealth Effects
Massachusetts
$329K – – –
OPA
1110
Old Port Advisors
Maine
$329K +$264 +1 +0.1%
OWA
1111
One Wealth Advisors
California
$328K +$791 +3 +0.2%
CFP
1112
Catalyst Financial Partners
Massachusetts
$328K +$10K +38 +3%
LFA
1113
Legacy Financial Advisors
Kentucky
$327K +$15.8K +60 +5%
WPW
1114
Waldron Private Wealth
Pennsylvania
$325K -$79.9K -303 -20%
AMG
1115
Advisors Management Group
Wisconsin
$325K -$791 -3 -0.2%
ASG
1116
Ariston Services Group
California
$324K – – –
VA
1117
VestGen Advisors
Illinois
$324K +$18.2K +69 +6%
GSWM
1118
Greenup Street Wealth Management
Michigan
$322K +$1.84K +7 +0.6%
NA
1119
Nestegg Advisors
New York
$322K – – –
PP
1120
Patten & Patten
Tennessee
$321K – – –
BIG
1121
Builder Investment Group
Georgia
$321K – – –
EC
1122
Enhancing Capital
Pennsylvania
$321K – – –
MIC
1123
Means Investment Company
Maine
$321K – – –
KP
1124
Keel Point
Alabama
$319K +$79.4K +301 +34%
EARNEST Partners
1125
EARNEST Partners
Georgia
$316K – – –