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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
1126
Paces Ferry Wealth Advisors
Georgia
$204K +$24.7K +115 +13%
QFA
1127
Quantum Financial Advisors
California
$204K – – –
CFA
1128
Cahill Financial Advisors
Minnesota
$203K -$6.88K -32 -3%
LAI
1129
Legal Advantage Investments
California
$203K – – –
MCM
1130
Mill Capital Management
North Carolina
$203K – – –
RWI
1131
Red Wave Investments
Pennsylvania
$203K – – –
RA
1132
Ruggaard & Associates
Ohio
$203K – – –
SBWIC
1133
Schaper Benz & Wise Investment Counsel
Wisconsin
$203K – – –
SWMP
1134
Signature Wealth Management Partners
New Jersey
$203K – – –
SIM
1135
Sentry Investment Management
Wisconsin
$203K -$43.9K -204 -17%
POIA
1136
Pin Oak Investment Advisors
Texas
$203K – – –
ST
1137
Sageworth Trust
Pennsylvania
$203K – – –
BWM
1138
Baron Wealth Management
Michigan
$203K -$1.07K -5 -0.5%
FC
1139
Financial Council
Maryland
$202K – – –
LEA
1140
Legacy Edge Advisors
New York
$202K – – –
KIG
1141
Kowal Investment Group
Wisconsin
$201K +$860 +4 +0.4%
SFG
1142
Sovereign Financial Group
Connecticut
$201K – – –
GSIS
1143
Global Strategic Investment Solutions
Arizona
$200K – – –
WQ
1144
Wealth Quarterback
New Jersey
$200K -$671K -3,123 -76%
PL
1145
Perpetual Ltd
Australia
$200K +$8.6K +40 +4%
MCM
1146
MV Capital Management
Maryland
$198K +$215 +1 +0.1%
GM
1147
GeoWealth Management
Illinois
$197K -$35.9K -167 -15%
TIM
1148
Tortoise Investment Management
New York
$196K – – –
LCM
1149
Logan Capital Management
Pennsylvania
$193K – – –
CAC
1150
Core Alternative Capital
Georgia
$193K – – –
44 45
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