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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1101
Catalyst Funds Management
Australia
$363K +$348K +1,300 New
IA
1102
Integrity Alliance
Iowa
$363K +$348K +1,300 New
WAP
1103
Wealthcare Advisory Partners
Pennsylvania
$362K -$5.89K -22 -2%
SSC
1104
Syverson Strege & Co
Iowa
$362K -$26K -97 -7%
SWA
1105
Stratos Wealth Advisors
Ohio
$361K +$50.3K +188 +17%
RDWM
1106
Red Door Wealth Management
Tennessee
$361K -$7.23K -27 -2%
DAM
1107
Delta Asset Management
Tennessee
$360K +$536 +2 +0.2%
LOPW
1108
Live Oak Private Wealth
North Carolina
$359K – – –
NI
1109
NDVR Inc
Massachusetts
$358K -$6.96K -26 -2%
SW
1110
SVB Wealth
Massachusetts
$358K -$19.8K -74 -5%
NG
1111
Novem Group
New York
$356K -$58.9K -220 -15%
FFG
1112
Fiduciary Financial Group
California
$356K -$2.14K -8 -0.6%
DP
1113
Dearborn Partners
Illinois
$353K – – –
CAC
1114
Core Alternative Capital
Georgia
$351K +$3.48K +13 +1%
MCM
1115
Monument Capital Management
Virginia
$351K -$79.8K -298 -19%
CSC
1116
Caldwell Sutter Capital
California
$351K +$1.34K +5 +0.4%
CWM
1117
Cornerstone Wealth Management
Missouri
$350K -$268 -1 -0.1%
LCM
1118
Liberty Capital Management
Michigan
$350K – – –
WA
1119
Wealth Architects
California
$350K +$2.95K +11 +0.9%
PMFA
1120
Plante Moran Financial Advisors
Michigan
$349K – – –
CCA
1121
Childress Capital Advisors
Texas
$345K +$25.2K +94 +8%
SPI
1122
Santori & Peters Inc
Pennsylvania
$345K – – –
FZCM
1123
Flynn Zito Capital Management
New York
$345K -$268 -1 -0.1%
KP
1124
Keel Point
Alabama
$345K +$12.1K +45 +4%
SRC
1125
Sage Rhino Capital
California
$345K – – –
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