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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
1151
Core Alternative Capital
Georgia
$426K – – –
WA
1152
Wealth Architects
California
$425K +$14.8K +49 +4%
LOPW
1153
Live Oak Private Wealth
North Carolina
$425K – – –
OCG
1154
Opus Capital Group
Ohio
$424K -$135K -446 -26%
TFA
1155
Transamerica Financial Advisors
Florida
$424K -$1.17M -3,871 -75%
MWA
1156
Medallion Wealth Advisors
Connecticut
$423K +$33K +109 +9%
Financial Engines Advisors
1157
Financial Engines Advisors
California
$423K +$1.51K +5 +0.4%
AWA
1158
Aaron Wealth Advisors
Illinois
$420K -$143K -473 -27%
TIA
1159
Tiemann Investment Advisors
California
$419K -$50K -165 -11%
WPP
1160
Whalerock Point Partners
Rhode Island
$418K -$47K -155 -11%
NWWA
1161
New Wave Wealth Advisors
Arkansas
$418K +$90.3K +298 +31%
DAM
1162
Delta Asset Management
Tennessee
$417K – – –
DJSG
1163
D.J. St. Germain
Massachusetts
$416K – – –
CL
1164
CSS LLC
Illinois
$416K -$60.6K -200 -14%
KP
1165
Keel Point
Alabama
$415K +$42.4K +140 +13%
PVI
1166
Pine Valley Investments
New Jersey
$415K +$12.7K +42 +3%
LCM
1167
Liberty Capital Management
Michigan
$414K +$380K +1,254 New
RCAG
1168
Rehmann Capital Advisory Group
Michigan
$412K +$5.15K +17 +1%
AWM
1169
Avior Wealth Management
Nebraska
$412K +$47K +155 +14%
LS
1170
Livforsakringsbolaget Skandia
Sweden
$412K – – –
FFA
1171
Florida Financial Advisors
Florida
$412K +$41.2K +136 +12%
APG
1172
Abacus Planning Group
South Carolina
$412K +$1.51K +5 +0.4%
KCP
1173
Kera Capital Partners
California
$411K +$119K +392 +46%
SWP
1174
Strategic Wealth Partners
Ohio
$411K -$1.82K -6 -0.5%
PCMF
1175
Private Capital Management (Florida)
Florida
$411K – – –