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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1176
Column Capital Advisors
Indiana
$8K +$1.09K +7 +17%
LFA
1177
Level Financial Advisors
New York
$8K +$7.81K +50 New
WBC
1178
West Branch Capital
Massachusetts
$8K +$7.81K +50 New
DFCM
1179
Dark Forest Capital Management
Puerto Rico
$8K +$8.13K +52 New
CWM
1180
Curi Wealth Management
North Carolina
$8K +$8.44K +54 New
KA
1181
Kozak & Associates
Colorado
$7K – – –
VCM
1182
Versant Capital Management
Arizona
$7K – – –
AA
1183
Addison Advisors
Vermont
$7K +$6.25K +40 +667%
AAP
1184
Arax Advisory Partners
Colorado
$6K – – –
CFFP
1185
Center for Financial Planning
Michigan
$6K – – –
NC
1186
NewSquare Capital
Pennsylvania
$6K – – –
CFRPA
1187
Castle Financial & Retirement Planning Associates
New Jersey
$6K +$5.47K +35 New
AIM
1188
AHL Investment Management
Florida
$6K +$6.25K +40 New
SIS
1189
Sound Income Strategies
Florida
$6K +$6.25K +40 New
TAIM
1190
TD Ameritrade Investment Management
Nebraska
$5K -$180K -1,151 -98%
RIM
1191
Rockbridge Investment Management
New York
$5K -$2.5K -16 -35%
CWM
1192
Cranbrook Wealth Management
Michigan
$5K -$2.34K -15 -31%
TC
1193
Truvestments Capital
Florida
$5K – – –
CAL
1194
Capital Analysts LLC
Pennsylvania
$4K -$25.8K -165 -86%
SC
1195
Schubert & Co
Texas
$4K +$4.22K +27 New
CFD
1196
Creative Financial Designs
Indiana
$3K -$2.03K -13 -45%
CFN
1197
Cordasco Financial Network
Florida
$3K – – –
IHWM
1198
Iron Horse Wealth Management
Iowa
$3K – – –
MAM
1199
McCarthy Asset Management
California
$3K – – –
PO
1200
Private Ocean
California
$3K – – –
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