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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1126
Next Capital Management
New York
$205K -$4.73K -22 -2%
TPCM
1127
Templeton & Phillips Capital Management
Tennessee
$204K +$216K +1,005 New
MAM
1128
McLean Asset Management
Virginia
$204K +$3.44K +16 +2%
PFWA
1129
Paces Ferry Wealth Advisors
Georgia
$204K +$24.7K +115 +13%
QFA
1130
Quantum Financial Advisors
California
$204K – – –
CFA
1131
Cahill Financial Advisors
Minnesota
$203K -$6.88K -32 -3%
LAI
1132
Legal Advantage Investments
California
$203K – – –
MCM
1133
Mill Capital Management
North Carolina
$203K – – –
RWI
1134
Red Wave Investments
Pennsylvania
$203K – – –
RA
1135
Ruggaard & Associates
Ohio
$203K – – –
SBWIC
1136
Schaper Benz & Wise Investment Counsel
Wisconsin
$203K – – –
SWMP
1137
Signature Wealth Management Partners
New Jersey
$203K – – –
SIM
1138
Sentry Investment Management
Wisconsin
$203K -$43.9K -204 -17%
POIA
1139
Pin Oak Investment Advisors
Texas
$203K – – –
ST
1140
Sageworth Trust
Pennsylvania
$203K – – –
BWM
1141
Baron Wealth Management
Michigan
$203K -$1.07K -5 -0.5%
FC
1142
Financial Council
Maryland
$202K – – –
LEA
1143
Legacy Edge Advisors
New York
$202K – – –
KIG
1144
Kowal Investment Group
Wisconsin
$201K +$860 +4 +0.4%
SFG
1145
Sovereign Financial Group
Connecticut
$201K – – –
GSIS
1146
Global Strategic Investment Solutions
Arizona
$200K – – –
WQ
1147
Wealth Quarterback
New Jersey
$200K -$671K -3,123 -76%
PL
1148
Perpetual Ltd
Australia
$200K +$8.6K +40 +4%
MCM
1149
MV Capital Management
Maryland
$198K +$215 +1 +0.1%
GM
1150
GeoWealth Management
Illinois
$197K -$35.9K -167 -15%