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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPBTD
1101
Central Pacific Bank - Trust Division
Hawaii
$402K +$118K +420 +43%
VAM
1102
Verity Asset Management
North Carolina
$402K +$390K +1,386 New
TIA
1103
Tiemann Investment Advisors
California
$402K -$16.9K -60 -4%
SFS
1104
Strategic Financial Services
New York
$401K -$844 -3 -0.2%
PL
1105
Plancorp LLC
Missouri
$400K +$3.38K +12 +0.9%
LAI
1106
Legal Advantage Investments
California
$400K -$281 -1 -0.1%
RPGK
1107
Retirement Planning Group (Kansas)
Kansas
$398K +$563 +2 +0.1%
SB
1108
Simmons Bank
Arkansas
$397K -$23.9K -85 -6%
AWM
1109
Atticus Wealth Management
Florida
$397K +$1.13K +4 +0.3%
RG
1110
Rathbones Group
United Kingdom
$396K – – –
TC
1111
TwinBeech Capital
New York
$396K +$384K +1,365 New
WIM
1112
WealthPlan Investment Management
Nebraska
$393K -$11.5K -41 -3%
TCWA
1113
Turtle Creek Wealth Advisors
Texas
$392K +$88.1K +313 +30%
BFA
1114
Beaumont Financial Advisors
Massachusetts
$392K -$1M -3,568 -73%
IA
1115
Integrity Alliance
Iowa
$390K +$12.1K +43 +3%
C
1116
Covestor
United Kingdom
$389K +$167K +595 +80%
WCM
1117
Windsor Capital Management
Arizona
$389K +$4.22K +15 +1%
NB
1118
NBT Bank
New York
$387K -$281 -1 -0.1%
CT
1119
Colonial Trust
South Carolina
$387K -$42.5K -151 -10%
EW
1120
Expressive Wealth
Illinois
$386K +$375K +1,331 New
CAG
1121
Csenge Advisory Group
Florida
$386K -$5.63K -20 -1%
RG
1122
Renaissance Group
Kentucky
$385K +$5.07K +18 +1%
CAC
1123
Core Alternative Capital
Georgia
$383K +$17.7K +63 +5%
WBC
1124
Westpac Banking Corp
Australia
$383K +$52.9K +188 +17%
AA
1125
Armis Advisers
Georgia
$382K +$362K +1,287 New
43 44
45
46 47