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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1176
West Branch Capital
Massachusetts
$8K +$7.81K +50 New
DFCM
1177
Dark Forest Capital Management
Puerto Rico
$8K +$8.13K +52 New
CWM
1178
Curi Wealth Management
North Carolina
$8K +$8.44K +54 New
KA
1179
Kozak & Associates
Colorado
$7K – – –
VCM
1180
Versant Capital Management
Arizona
$7K – – –
AA
1181
Addison Advisors
Vermont
$7K +$6.25K +40 +667%
AAP
1182
Arax Advisory Partners
Colorado
$6K – – –
CFFP
1183
Center for Financial Planning
Michigan
$6K – – –
NC
1184
NewSquare Capital
Pennsylvania
$6K – – –
CFRPA
1185
Castle Financial & Retirement Planning Associates
New Jersey
$6K +$5.47K +35 New
AIM
1186
AHL Investment Management
Florida
$6K +$6.25K +40 New
SIS
1187
Sound Income Strategies
Florida
$6K +$6.25K +40 New
TAIM
1188
TD Ameritrade Investment Management
Nebraska
$5K -$180K -1,151 -98%
RIM
1189
Rockbridge Investment Management
New York
$5K -$2.5K -16 -35%
CWM
1190
Cranbrook Wealth Management
Michigan
$5K -$2.34K -15 -31%
TC
1191
Truvestments Capital
Florida
$5K – – –
CAL
1192
Capital Analysts LLC
Pennsylvania
$4K -$25.8K -165 -86%
SC
1193
Schubert & Co
Texas
$4K +$4.22K +27 New
CFD
1194
Creative Financial Designs
Indiana
$3K -$2.03K -13 -45%
CFN
1195
Cordasco Financial Network
Florida
$3K – – –
IHWM
1196
Iron Horse Wealth Management
Iowa
$3K – – –
MAM
1197
McCarthy Asset Management
California
$3K – – –
PO
1198
Private Ocean
California
$3K – – –
FRA
1199
Front Row Advisors
California
$3K +$938 +6 +50%
SC
1200
Stephens Consulting
Michigan
$2.03K +$2.03K +13 New
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