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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1126
Next Capital Management
New York
$235K -$661 -3 -0.3%
QFA
1127
Quantum Financial Advisors
California
$234K – – –
MAM
1128
McLean Asset Management
Virginia
$234K +$1.54K +7 +0.7%
LAI
1129
Legal Advantage Investments
California
$234K – – –
MCM
1130
Mill Capital Management
North Carolina
$234K – – –
RWI
1131
Red Wave Investments
Pennsylvania
$234K – – –
RA
1132
Ruggaard & Associates
Ohio
$234K – – –
SBWIC
1133
Schaper Benz & Wise Investment Counsel
Wisconsin
$234K – – –
ST
1134
Sageworth Trust
Pennsylvania
$234K – – –
POIA
1135
Pin Oak Investment Advisors
Texas
$233K – – –
SIM
1136
Sentry Investment Management
Wisconsin
$233K – – –
RCAG
1137
Rehmann Capital Advisory Group
Michigan
$233K -$84.7K -384 -28%
FC
1138
Financial Council
Maryland
$233K – – –
LA
1139
Legacy Advisors
Pennsylvania
$232K +$219K +993 New
LEA
1140
Legacy Edge Advisors
New York
$232K – – –
KIG
1141
Kowal Investment Group
Wisconsin
$232K +$661 +3 +0.3%
SWA
1142
SFMG Wealth Advisors
Texas
$231K -$40.3K -183 -16%
SFG
1143
Sovereign Financial Group
Connecticut
$231K -$441 -2 -0.2%
GSIS
1144
Global Strategic Investment Solutions
Arizona
$231K – – –
MFG
1145
Magnus Financial Group
New York
$230K +$217K +984 New
PL
1146
Perpetual Ltd
Australia
$230K – – –
EI
1147
Ellevest Inc
New York
$228K -$21.4K -97 -9%
FAIM
1148
Financial Advocates Investment Management
Washington
$228K +$215K +975 New
AWM
1149
Aprio Wealth Management
Georgia
$228K +$215K +974 New
CAM
1150
CPA Asset Management
Florida
$227K +$214K +970 New
44 45
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