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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1126
Obermeyer Wealth Partners
Colorado
$233K +$216K +1,013 New
OMIC
1127
Old Mission Investment Co
Michigan
$233K +$216K +1,013 New
LFA
1128
Legacy Financial Advisors
Kentucky
$232K +$215K +1,008 New
BWM
1129
Baron Wealth Management
Michigan
$230K +$214K +1,001 New
QFA
1130
Quantum Financial Advisors
California
$230K +$214K +1,001 New
CST
1131
Charles Schwab Trust
Nevada
$230K +$214K +1,000 New
LAI
1132
Legal Advantage Investments
California
$230K +$214K +1,000 New
MCM
1133
Mill Capital Management
North Carolina
$230K +$214K +1,000 New
RWI
1134
Red Wave Investments
Pennsylvania
$230K +$214K +1,000 New
RA
1135
Ruggaard & Associates
Ohio
$230K +$214K +1,000 New
SBWIC
1136
Schaper Benz & Wise Investment Counsel
Wisconsin
$230K +$214K +1,000 New
SWMP
1137
Signature Wealth Management Partners
New Jersey
$230K +$214K +1,000 New
ST
1138
Sageworth Trust
Pennsylvania
$230K +$213K +998 New
POIA
1139
Pin Oak Investment Advisors
Texas
$229K – – –
FC
1140
Financial Council
Maryland
$229K +$212K +994 New
LEA
1141
Legacy Edge Advisors
New York
$228K +$212K +992 New
SFG
1142
Sovereign Financial Group
Connecticut
$227K +$211K +988 New
C
1143
Certuity
Florida
$227K +$211K +988 New
IPW
1144
Invictus Private Wealth
Colorado
$227K +$211K +986 New
KIG
1145
Kowal Investment Group
Wisconsin
$227K +$210K +985 New
GSIS
1146
Global Strategic Investment Solutions
Arizona
$227K +$210K +985 New
FAIM
1147
Financial Advocates Investment Management
Washington
$226K +$209K +980 New
CAM
1148
CPA Asset Management
Florida
$224K +$208K +974 New
MIS
1149
Morningstar Investment Services
Illinois
$224K -$122K -571 -37%
CIP
1150
Convergence Investment Partners
Florida
$224K +$208K +972 New