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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1151
Caerus Investment Advisors
Texas
$331K +$317K +1,184 New
BAG
1152
Bridgewealth Advisory Group
California
$330K +$803 +3 +0.3%
SGC
1153
Slocum, Gordon & Co
Rhode Island
$328K – – –
FNT
1154
First Nebraska Trust
Nebraska
$327K – – –
NQWM
1155
Northwest Quadrant Wealth Management
Oregon
$326K +$803 +3 +0.3%
EA
1156
Everpar Advisors
Oklahoma
$326K +$16.1K +60 +5%
TPI
1157
Trust Point Inc
Wisconsin
$326K +$312K +1,166 New
EARNEST Partners
1158
EARNEST Partners
Georgia
$326K -$4.29K -16 -1%
WH
1159
Willner & Heller
California
$325K +$1.34K +5 +0.4%
WP
1160
Wealthspan Partners
Iowa
$324K – – –
OBWG
1161
Onyx Bridge Wealth Group
New York
$324K +$2.95K +11 +1%
LWM
1162
Lyell Wealth Management
California
$322K – – –
RCA
1163
Resonant Capital Advisors
Wisconsin
$322K +$26.2K +98 +9%
CFS
1164
CRA Financial Services
New Jersey
$321K +$5.09K +19 +2%
Advisors Asset Management
1165
Advisors Asset Management
Colorado
$321K +$536 +2 +0.2%
ECM
1166
EagleClaw Capital Management
Massachusetts
$320K – – –
AA
1167
Alta Advisers
United Kingdom
$320K – – –
GSEP
1168
Golden State Equity Partners
California
$319K -$76.1K -284 -20%
VF
1169
Virtu Financial
New York
$319K +$306K +1,142 New
FWA
1170
Flagship Wealth Advisors
Massachusetts
$318K -$3.75K -14 -1%
SCA
1171
Sippican Capital Advisors
Massachusetts
$317K – – –
Zacks Investment Management
1172
Zacks Investment Management
Illinois
$316K +$24.6K +92 +9%
AWM
1173
Accurate Wealth Management
Florida
$316K -$5.09K -19 -2%
WBC
1174
Westpac Banking Corp
Australia
$316K – – –
KFGG
1175
Keystone Financial Group (Georgia)
Georgia
$316K -$4.02K -15 -1%