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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1126
Baron Wealth Management
Michigan
$230K +$214K +1,001 New
QFA
1127
Quantum Financial Advisors
California
$230K +$214K +1,001 New
CST
1128
Charles Schwab Trust
Nevada
$230K +$214K +1,000 New
LAI
1129
Legal Advantage Investments
California
$230K +$214K +1,000 New
MCM
1130
Mill Capital Management
North Carolina
$230K +$214K +1,000 New
RWI
1131
Red Wave Investments
Pennsylvania
$230K +$214K +1,000 New
RA
1132
Ruggaard & Associates
Ohio
$230K +$214K +1,000 New
SBWIC
1133
Schaper Benz & Wise Investment Counsel
Wisconsin
$230K +$214K +1,000 New
SWMP
1134
Signature Wealth Management Partners
New Jersey
$230K +$214K +1,000 New
ST
1135
Sageworth Trust
Pennsylvania
$230K +$213K +998 New
POIA
1136
Pin Oak Investment Advisors
Texas
$229K – – –
FC
1137
Financial Council
Maryland
$229K +$212K +994 New
LEA
1138
Legacy Edge Advisors
New York
$228K +$212K +992 New
SFG
1139
Sovereign Financial Group
Connecticut
$227K +$211K +988 New
C
1140
Certuity
Florida
$227K +$211K +988 New
IPW
1141
Invictus Private Wealth
Colorado
$227K +$211K +986 New
KIG
1142
Kowal Investment Group
Wisconsin
$227K +$210K +985 New
GSIS
1143
Global Strategic Investment Solutions
Arizona
$227K +$210K +985 New
FAIM
1144
Financial Advocates Investment Management
Washington
$226K +$209K +980 New
CAM
1145
CPA Asset Management
Florida
$224K +$208K +974 New
MIS
1146
Morningstar Investment Services
Illinois
$224K -$122K -571 -37%
CIP
1147
Convergence Investment Partners
Florida
$224K +$208K +972 New
MCM
1148
MV Capital Management
Maryland
$224K +$427 +2 +0.2%
OWA
1149
One Wealth Advisors
California
$224K +$208K +972 New
GLA
1150
Good Life Advisors
Pennsylvania
$224K +$208K +972 New
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