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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1101
Flagship Harbor Advisors
Massachusetts
$413K -$83.5K -285 -17%
QFW
1102
QTR Family Wealth
Florida
$413K +$61.2K +209 +18%
EWM
1103
Evermay Wealth Management
Virginia
$413K -$8.79K -30 -2%
FWM
1104
ForthRight Wealth Management
Georgia
$412K – – –
GWWM
1105
Great Waters Wealth Management
Minnesota
$412K +$586 +2 +0.1%
WSC
1106
Wellington Shields & Co
New York
$411K – – –
MA
1107
MCF Advisors
Kentucky
$410K +$342K +1,168 +493%
SL
1108
Sentinus LLC
Illinois
$410K +$412K +1,405 New
MSS
1109
Mitchell Sinkler & Starr
Pennsylvania
$408K – – –
PPW
1110
Parcion Private Wealth
Washington
$407K +$83.2K +284 +26%
POIA
1111
Pin Oak Investment Advisors
Texas
$407K -$103K -350 -20%
PL
1112
Plancorp LLC
Missouri
$406K -$4.1K -14 -1%
AIM
1113
Aspen Investment Management
Michigan
$405K – – –
AC
1114
Apella Capital
Connecticut
$403K +$134K +458 +52%
ABWM
1115
Alpine Bank Wealth Management
Colorado
$403K -$2.93K -10 -0.7%
WIC
1116
Woodmont Investment Counsel
Tennessee
$402K -$5.27K -18 -1%
FFG
1117
Fiduciary Financial Group
California
$402K -$4.98K -17 -1%
AWM
1118
Atticus Wealth Management
Florida
$400K +$879 +3 +0.2%
SS
1119
SBI Securities
Japan
$399K +$128K +436 +47%
RG
1120
Rathbones Group
United Kingdom
$398K – – –
NB
1121
NBT Bank
New York
$396K +$6.74K +23 +2%
AIM
1122
Athena Investment Management
California
$394K -$53.6K -183 -12%
MPIA
1123
Milestones Private Investment Advisors
New York
$394K -$26.4K -90 -6%
SB
1124
Simmons Bank
Arkansas
$393K -$6.45K -22 -2%
CAG
1125
Csenge Advisory Group
Florida
$391K +$3.52K +12 +0.9%
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