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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1151
Axiom Investment Management
New York
$9K +$9.1K +56 New
FPFS
1152
First Personal Financial Services
North Carolina
$8K – – –
MHR
1153
Matthew Hamilton Rosenberg
$8K – – –
MS
1154
Mizuho Securities
Japan
$8K – – –
VCM
1155
Versant Capital Management
Arizona
$8K +$1.14K +7 +16%
MFA
1156
McClarren Financial Advisors
Pennsylvania
$8K +$8.78K +54 New
CWM
1157
Cranbrook Wealth Management
Michigan
$7K +$1.95K +12 +35%
EWM
1158
Executive Wealth Management
Michigan
$6.2K -$5.52M -33,941 -85%
LWP
1159
Laurel Wealth Planning
Minnesota
$6K -$4.23K -26 -38%
CFFP
1160
Center for Financial Planning
Michigan
$6K – – –
HBW
1161
Hazlett, Burt & Watson
West Virginia
$6K – – –
NC
1162
NewSquare Capital
Pennsylvania
$6K – – –
DI
1163
Disciplined Investments
Oklahoma
$6K +$1.46K +9 +27%
TC
1164
Truvestments Capital
Florida
$5K – – –
CSPAM
1165
Cary Street Partners Asset Management
Virginia
$5K +$5.2K +32 New
BCMLT
1166
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K -$4.06K -25 -52%
FMP
1167
Financial Management Professionals
Texas
$4K -$2.11K -13 -33%
TCM
1168
Tradewinds Capital Management
Washington
$4K – – –
AWM
1169
Abound Wealth Management
Tennessee
$3.38K +$3.58K +22 New
PO
1170
Private Ocean
California
$3K – – –
TCWA
1171
Ten Capital Wealth Advisors
Washington
$3K +$3.09K +19 New
PWP
1172
Principle Wealth Partners
Connecticut
$2.5K +$101K +620 +4%
CCA
1173
Column Capital Advisors
Indiana
$2K – – –
CTB
1174
Country Trust Bank
Illinois
$2K – – –
KFP
1175
KB Financial Partners
New Jersey
$2K +$1.95K +12 New
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