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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1176
Lee Financial
Texas
$18.6K – – –
CSWM
1177
Cassady Schiller Wealth Management
Ohio
$18.6K – – –
MCM
1178
Magnolia Capital Management
New York
$18K – – –
BAAM
1179
Baker Avenue Asset Management
California
$17.8K -$1.84K -11 -9%
TFA
1180
Toth Financial Advisory
Virginia
$17.6K +$1.34K +8 +8%
VWM
1181
Venturi Wealth Management
Texas
$17.5K +$835 +5 +5%
LIA
1182
Luken Investment Analytics
Tennessee
$17.3K – – –
BCMLT
1183
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.2K – – –
PPC
1184
Park Place Capital
Alabama
$16.8K -$2.17K -13 -11%
TAM
1185
Tucker Asset Management
Colorado
$16.3K – – –
HL
1186
HeadInvest LLC
Maine
$16.2K +$16.7K +100 New
CWP
1187
Concord Wealth Partners
Virginia
$15K +$8.85K +53 +136%
CCP
1188
Carmel Capital Partners
California
$14.9K +$15.2K +91 New
DFA
1189
DHJJ Financial Advisors
Illinois
$14.7K +$15K +90 New
RTC
1190
Riverview Trust Company
Washington
$13.4K – – –
GKIM
1191
GW&K Investment Management
Massachusetts
$12K -$2.67K -16 -18%
SWA
1192
SOA Wealth Advisors
New York
$12K +$167 +1 +1%
MTIC
1193
Missouri Trust & Investment Company
Missouri
$11.9K – – –
BCM
1194
Birch Capital Management
Texas
$11.6K – – –
FDCC
1195
Foster Dykema Cabot & Co
Massachusetts
$11K – – –
MWM
1196
Mascoma Wealth Management
New Hampshire
$10.9K – – –
AWM
1197
Abound Wealth Management
Tennessee
$10.9K +$4.68K +28 +72%
AFG
1198
Albion Financial Group
Utah
$10.8K – – –
RA
1199
Rise Advisors
New York
$10.1K – – –
SFCL
1200
Strengthening Families & Communities LLC
Massachusetts
$10K +$6.18K +37 +142%
46 47
48
49 50