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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1126
Avior Wealth Management
Nebraska
$316K -$35.3K -134 -10%
BAG
1127
Bridgewealth Advisory Group
California
$315K +$311K +1,179 New
MAG
1128
Mayfair Advisory Group
Alabama
$315K +$527 +2 +0.2%
SGC
1129
Slocum, Gordon & Co
Rhode Island
$314K -$13.2K -50 -4%
FFA
1130
Florida Financial Advisors
Florida
$312K -$96.2K -365 -24%
CT
1131
Caldwell Trust
Florida
$312K – – –
NQWM
1132
Northwest Quadrant Wealth Management
Oregon
$312K -$264 -1 -0.1%
RG
1133
Rathbones Group
United Kingdom
$312K – – –
GAA
1134
Global Assets Advisory
Florida
$311K -$77.5K -294 -25%
WP
1135
Wealthspan Partners
Iowa
$311K – – –
WH
1136
Willner & Heller
California
$310K +$1.32K +5 +0.4%
LWM
1137
Lyell Wealth Management
California
$309K +$304K +1,155 New
FWA
1138
Flagship Wealth Advisors
Massachusetts
$309K – – –
OBWG
1139
Onyx Bridge Wealth Group
New York
$308K +$264 +1 +0.1%
ECM
1140
EagleClaw Capital Management
Massachusetts
$307K – – –
AAM
1141
Advisors Asset Management
Colorado
$307K +$527 +2 +0.2%
AA
1142
Alta Advisers
United Kingdom
$306K – – –
CCA
1143
Childress Capital Advisors
Texas
$306K +$57.2K +217 +23%
CCC
1144
Compass Capital Corp
Massachusetts
$306K -$11.1K -42 -3%
KFGG
1145
Keystone Financial Group (Georgia)
Georgia
$305K +$791 +3 +0.3%
VA
1146
Valmark Advisers
Ohio
$304K -$15.3K -58 -5%
SCA
1147
Sippican Capital Advisors
Massachusetts
$304K – – –
CFS
1148
CRA Financial Services
New Jersey
$303K -$13.7K -52 -4%
FOA
1149
Five Oceans Advisors
California
$303K +$4.75K +18 +2%
WBC
1150
Westpac Banking Corp
Australia
$303K +$63.3K +240 +27%