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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
1151
New Wave Wealth Advisors
Arkansas
$418K +$90.3K +298 +31%
DAM
1152
Delta Asset Management
Tennessee
$417K – – –
DJSG
1153
D.J. St. Germain
Massachusetts
$416K – – –
CL
1154
CSS LLC
Illinois
$416K -$60.6K -200 -14%
KP
1155
Keel Point
Alabama
$415K +$42.4K +140 +13%
PVI
1156
Pine Valley Investments
New Jersey
$415K +$12.7K +42 +3%
LCM
1157
Liberty Capital Management
Michigan
$414K +$380K +1,254 New
RCAG
1158
Rehmann Capital Advisory Group
Michigan
$412K +$5.15K +17 +1%
AWM
1159
Avior Wealth Management
Nebraska
$412K +$47K +155 +14%
LS
1160
Livforsakringsbolaget Skandia
Sweden
$412K – – –
FFA
1161
Florida Financial Advisors
Florida
$412K +$41.2K +136 +12%
APG
1162
Abacus Planning Group
South Carolina
$412K +$1.51K +5 +0.4%
KCP
1163
Kera Capital Partners
California
$411K +$119K +392 +46%
SWP
1164
Strategic Wealth Partners
Ohio
$411K -$1.82K -6 -0.5%
PCMF
1165
Private Capital Management (Florida)
Florida
$411K – – –
SRC
1166
Sage Rhino Capital
California
$409K +$1.51K +5 +0.4%
CCC
1167
Compass Capital Corp
Massachusetts
$409K -$7.58K -25 -2%
AFGAS
1168
Allegiance Financial Group Advisory Services
Virginia
$409K -$7.88K -26 -2%
SPI
1169
Santori & Peters Inc
Pennsylvania
$408K – – –
SW
1170
Simplicity Wealth
New Jersey
$408K +$147K +485 +65%
BBA
1171
BLB&B Advisors
Pennsylvania
$407K +$6.97K +23 +2%
WCM
1172
Windsor Capital Management
Arizona
$406K -$72.1K -238 -16%
DP
1173
Dearborn Partners
Illinois
$405K -$10.9K -36 -3%
OWA
1174
One Wealth Advisors
California
$405K – – –
IRP
1175
Investment Research Partners
Pennsylvania
$402K +$95.5K +315 +35%
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