We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1126
Center for Financial Planning
Michigan
$6K – – –
LWP
1127
Laurel Wealth Planning
Minnesota
$6K – – –
NC
1128
NewSquare Capital
Pennsylvania
$6K – – –
NSB
1129
Norway Savings Bank
Maine
$6K – – –
OIA
1130
Optimum Investment Advisors
Illinois
$6K – – –
WCM
1131
Wealthcare Capital Management
Virginia
$6K +$6.03K +41 New
RA
1132
Resolute Advisors
California
$6K +$9.99K +68 New
CWM
1133
Cranbrook Wealth Management
Michigan
$5K – – –
TC
1134
Truvestments Capital
Florida
$5K +$1.47K +10 +42%
WWMSC
1135
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$4.7K +32 New
DOA
1136
D'Orazio & Associates
Virginia
$4K -$1.47K -10 -25%
CFD
1137
Creative Financial Designs
Indiana
$4K – – –
PO
1138
Private Ocean
California
$4K +$441 +3 +14%
CAL
1139
Capital Analysts LLC
Pennsylvania
$4K +$882 +6 +29%
HF
1140
Halpern Financial
Virginia
$3.91K +$3.82K +26 New
CFN
1141
Cordasco Financial Network
Florida
$3K – – –
LFG
1142
Larson Financial Group
Missouri
$3K – – –
LWM
1143
Liberty Wealth Management
California
$3K – – –
MAM
1144
McCarthy Asset Management
California
$3K – – –
MPWT
1145
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.62K +11 +157%
FRA
1146
Front Row Advisors
California
$2K – – –
HR
1147
Howe & Rusling
New York
$2K – – –
IHWM
1148
Iron Horse Wealth Management
Iowa
$2K – – –
MFA
1149
McClarren Financial Advisors
Pennsylvania
$2K – – –
APWA
1150
Atlas Private Wealth Advisors
New Jersey
$2K +$882 +6 +60%
44 45
46
47 48