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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
1126
Jackson Thornton Wealth Management
Alabama
$389K -$4.69K -16 -1%
FFM
1127
Forum Financial Management
Illinois
$389K -$967K -3,302 -71%
CT
1128
Colonial Trust
South Carolina
$389K
SFS
1129
Strategic Financial Services
New York
$388K
AP
1130
Advisortrust Partners
North Carolina
$386K +$22K +75 +6%
WIM
1131
WealthPlan Investment Management
Nebraska
$385K -$9.67K -33 -2%
OC
1132
Oakworth Capital
Alabama
$381K
RDWM
1133
Red Door Wealth Management
Tennessee
$381K +$3.81K +13 +1%
MC
1134
Maverick Capital
Texas
$381K +$382K +1,305 New
VST
1135
Van Strum & Towne
California
$380K
ST
1136
Somerset Trust
Pennsylvania
$379K +$1.17K +4 +0.3%
CAC
1137
Core Alternative Capital
Georgia
$377K -$8.79K -30 -2%
LOPW
1138
Live Oak Private Wealth
North Carolina
$375K
BFA
1139
Beaumont Financial Advisors
Massachusetts
$374K -$19.9K -68 -5%
SWA
1140
Stratos Wealth Advisors
Ohio
$373K +$41.3K +141 +12%
RFP
1141
Root Financial Partners
California
$372K +$89.1K +304 +31%
Financial Engines Advisors
1142
Financial Engines Advisors
California
$372K -$329K -1,124 -47%
AFGAS
1143
Allegiance Financial Group Advisory Services
Virginia
$369K +$39.3K +134 +12%
DP
1144
Dearborn Partners
Illinois
$368K
DAM
1145
Delta Asset Management
Tennessee
$368K
CCA
1146
Childress Capital Advisors
Texas
$368K +$879 +3 +0.2%
DJSG
1147
D.J. St. Germain
Massachusetts
$368K
MCM
1148
Monument Capital Management
Virginia
$367K -$15.5K -53 -4%
AA
1149
Armis Advisers
Georgia
$366K -$13.5K -46 -4%
LAI
1150
Legal Advantage Investments
California
$365K -$36.9K -126 -9%