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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
1126
Milestones Private Investment Advisors
New York
$394K -$26.4K -90 -6%
SB
1127
Simmons Bank
Arkansas
$393K -$6.45K -22 -2%
Csenge Advisory Group
1128
Csenge Advisory Group
Florida
$391K +$3.52K +12 +0.9%
JTWM
1129
Jackson Thornton Wealth Management
Alabama
$389K -$4.69K -16 -1%
Forum Financial Management
1130
Forum Financial Management
Illinois
$389K -$967K -3,302 -71%
CT
1131
Colonial Trust
South Carolina
$389K – – –
SFS
1132
Strategic Financial Services
New York
$388K – – –
AP
1133
Advisortrust Partners
North Carolina
$386K +$22K +75 +6%
WIM
1134
WealthPlan Investment Management
Nebraska
$385K -$9.67K -33 -2%
OC
1135
Oakworth Capital
Alabama
$381K – – –
RDWM
1136
Red Door Wealth Management
Tennessee
$381K +$3.81K +13 +1%
Maverick Capital
1137
Maverick Capital
Texas
$381K +$382K +1,305 New
VST
1138
Van Strum & Towne
California
$380K – – –
ST
1139
Somerset Trust
Pennsylvania
$379K +$1.17K +4 +0.3%
CAC
1140
Core Alternative Capital
Georgia
$377K -$8.79K -30 -2%
LOPW
1141
Live Oak Private Wealth
North Carolina
$375K – – –
BFA
1142
Beaumont Financial Advisors
Massachusetts
$374K -$19.9K -68 -5%
SWA
1143
Stratos Wealth Advisors
Ohio
$373K +$41.3K +141 +12%
RFP
1144
Root Financial Partners
California
$372K +$89.1K +304 +31%
Financial Engines Advisors
1145
Financial Engines Advisors
California
$372K -$329K -1,124 -47%
AFGAS
1146
Allegiance Financial Group Advisory Services
Virginia
$369K +$39.3K +134 +12%
DP
1147
Dearborn Partners
Illinois
$368K – – –
DAM
1148
Delta Asset Management
Tennessee
$368K – – –
CCA
1149
Childress Capital Advisors
Texas
$368K +$879 +3 +0.2%
DJSG
1150
D.J. St. Germain
Massachusetts
$368K – – –