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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1126
Sage Rhino Capital
California
$345K – – –
WE
1127
Wealth Effects
Massachusetts
$344K +$268 +1 +0.1%
CFP
1128
Catalyst Financial Partners
Massachusetts
$343K +$1.07K +4 +0.3%
OWA
1129
One Wealth Advisors
California
$342K – – –
AMG
1130
Advisors Management Group
Wisconsin
$339K – – –
Harbour Investments
1131
Harbour Investments
Wisconsin
$339K -$110K -411 -25%
ASG
1132
Ariston Services Group
California
$338K – – –
SS
1133
Sunbelt Securities
Texas
$338K +$5.62K +21 +2%
PP
1134
Patten & Patten
Tennessee
$337K +$1.87K +7 +0.6%
CPA
1135
Capital Performance Advisors
California
$337K +$62.4K +233 +24%
MSFS
1136
Main Street Financial Solutions
Pennsylvania
$337K +$21.7K +81 +7%
GSWM
1137
Greenup Street Wealth Management
Michigan
$336K – – –
NA
1138
Nestegg Advisors
New York
$336K +$268 +1 +0.1%
QFW
1139
QTR Family Wealth
Florida
$336K +$70.7K +264 +28%
BIG
1140
Builder Investment Group
Georgia
$335K – – –
EC
1141
Enhancing Capital
Pennsylvania
$335K – – –
MIC
1142
Means Investment Company
Maine
$335K +$268 +1 +0.1%
OPA
1143
Old Port Advisors
Maine
$334K -$9.37K -35 -3%
Advisory Alpha
1144
Advisory Alpha
Michigan
$333K -$60.5K -226 -16%
MAG
1145
Mayfair Advisory Group
Alabama
$333K +$803 +3 +0.3%
KCP
1146
Kera Capital Partners
California
$333K +$319K +1,192 New
QC
1147
Quent Capital
New York
$332K +$15.8K +59 +5%
1C
1148
111 Capital
France
$331K +$318K +1,187 New
CI Investments Inc
1149
CI Investments Inc
Ontario, Canada
$331K -$51.1K -191 -14%
RA
1150
Ruggaard & Associates
Ohio
$331K +$21.7K +81 +7%