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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1151
North Star Investment Management
Illinois
$13K +$2.34K +15 +21%
BC
1152
Barnett & Company
Tennessee
$13K +$13.3K +85 New
AFG
1153
Albion Financial Group
Utah
$12K – – –
HCM
1154
Highlander Capital Management
New Jersey
$12K – – –
TF
1155
TimeScale Financial
Massachusetts
$12K – – –
FBT
1156
First Bank & Trust
South Dakota
$12K +$3.44K +22 +42%
CPFP
1157
Clear Perspectives Financial Planning
Ohio
$11K – – –
LWP
1158
Laurel Wealth Planning
Minnesota
$11K – – –
BA
1159
Bivin & Associates
Oklahoma
$11K +$11.1K +71 New
CWC
1160
Carolinas Wealth Consulting
North Carolina
$10K -$156 -1 -2%
FFA
1161
Freedman Financial Associates
Massachusetts
$10K – – –
GTAM
1162
Global Trust Asset Management
Florida
$10K – – –
SGAM
1163
Smith Group Asset Management
Texas
$10K – – –
WWMSC
1164
Wagner Wealth Management (South Carolina)
South Carolina
$10K – – –
MFA
1165
McClarren Financial Advisors
Pennsylvania
$10K +$6.72K +43 +269%
RA
1166
Rise Advisors
New York
$9.34K +$9.38K +60 New
BIMC
1167
Benson Investment Management Company
Virginia
$9K – – –
OAJ
1168
Ogorek Anthony Joseph
New York
$9K – – –
MPWT
1169
MassMutual Private Wealth & Trust
Connecticut
$9K +$1.41K +9 +19%
PWC
1170
PYA Waltman Capital
Tennessee
$9K +$9.22K +59 New
FPFS
1171
First Personal Financial Services
North Carolina
$8K -$88.6K -567 -92%
FMP
1172
Financial Management Professionals
Texas
$8K – – –
MS
1173
Mizuho Securities
Japan
$8K – – –
CCA
1174
Column Capital Advisors
Indiana
$8K +$1.09K +7 +17%
LFA
1175
Level Financial Advisors
New York
$8K +$7.81K +50 New
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