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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
UAG
1101
United Advisor Group
Ohio
$333K +$6.06K +23 +2%
CAC
1102
Core Alternative Capital
Georgia
$333K +$47.5K +180 +17%
WA
1103
Wealth Architects
California
$332K -$4.22K -16 -1%
OC
1104
Oakworth Capital
Alabama
$332K -$6.33K -24 -2%
FZCM
1105
Flynn Zito Capital Management
New York
$331K
SPI
1106
Santori & Peters Inc
Pennsylvania
$331K
SRC
1107
Sage Rhino Capital
California
$330K +$4.22K +16 +1%
WE
1108
Wealth Effects
Massachusetts
$329K
OPA
1109
Old Port Advisors
Maine
$329K +$264 +1 +0.1%
OWA
1110
One Wealth Advisors
California
$328K +$791 +3 +0.2%
CFP
1111
Catalyst Financial Partners
Massachusetts
$328K +$10K +38 +3%
LFA
1112
Legacy Financial Advisors
Kentucky
$327K +$15.8K +60 +5%
WPW
1113
Waldron Private Wealth
Pennsylvania
$325K -$79.9K -303 -20%
AMG
1114
Advisors Management Group
Wisconsin
$325K -$791 -3 -0.2%
ASG
1115
Ariston Services Group
California
$324K
VA
1116
VestGen Advisors
Illinois
$324K +$18.2K +69 +6%
GSWM
1117
Greenup Street Wealth Management
Michigan
$322K +$1.84K +7 +0.6%
NA
1118
Nestegg Advisors
New York
$322K
PP
1119
Patten & Patten
Tennessee
$321K
BIG
1120
Builder Investment Group
Georgia
$321K
EC
1121
Enhancing Capital
Pennsylvania
$321K
MIC
1122
Means Investment Company
Maine
$321K
KP
1123
Keel Point
Alabama
$319K +$79.4K +301 +34%
EARNEST Partners
1124
EARNEST Partners
Georgia
$316K
AWM
1125
Avior Wealth Management
Nebraska
$316K -$35.3K -134 -10%