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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1126
Medallion Wealth Advisors
Connecticut
$380K – – –
MCM
1127
Monument Capital Management
Virginia
$380K +$14.9K +53 +4%
OC
1128
Oakworth Capital
Alabama
$379K +$195K +694 +113%
GCP
1129
GSA Capital Partners
United Kingdom
$379K +$368K +1,308 New
VST
1130
Van Strum & Towne
California
$378K – – –
JTWM
1131
Jackson Thornton Wealth Management
Alabama
$378K +$4.22K +15 +1%
ST
1132
Somerset Trust
Pennsylvania
$376K -$4.22K -15 -1%
CFP
1133
Catalyst Financial Partners
Massachusetts
$376K +$19.1K +68 +6%
LWM
1134
Lyell Wealth Management
California
$376K +$40K +142 +12%
RDWM
1135
Red Door Wealth Management
Tennessee
$375K +$563 +2 +0.2%
KP
1136
Keel Point
Alabama
$375K +$15.5K +55 +4%
LOPW
1137
Live Oak Private Wealth
North Carolina
$373K – – –
SW
1138
SVB Wealth
Massachusetts
$370K -$1.97K -7 -0.5%
BFM
1139
Boothbay Fund Management
New York
$368K +$357K +1,268 New
HH
1140
Hilltop Holdings
Texas
$368K -$2.28M -8,111 -86%
WA
1141
Wealth Architects
California
$367K +$3.66K +13 +1%
DP
1142
Dearborn Partners
Illinois
$366K – – –
DAM
1143
Delta Asset Management
Tennessee
$366K -$7.04K -25 -2%
CSC
1144
Caldwell Sutter Capital
California
$366K +$1.69K +6 +0.5%
DJSG
1145
D.J. St. Germain
Massachusetts
$366K -$22.5K -80 -6%
CCA
1146
Childress Capital Advisors
Texas
$365K +$6.19K +22 +2%
SWP
1147
Strategic Wealth Partners
Ohio
$364K +$236K +840 +202%
SSC
1148
Syverson Strege & Co
Iowa
$364K -$11.8K -42 -3%
LCM
1149
Liberty Capital Management
Michigan
$364K – – –
PMFA
1150
Plante Moran Financial Advisors
Michigan
$363K – – –
44 45
46
47 48