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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
1176
Allegiance Financial Group Advisory Services
Virginia
$290K +$5.8K +22 +2%
BCG
1177
Breakwater Capital Group
New Jersey
$288K – – –
WA
1178
Waddell & Associates
Tennessee
$287K +$283K +1,074 New
LAM
1179
Longboard Asset Management
Arizona
$287K +$283K +1,074 New
SS
1180
Sunbelt Securities
Texas
$287K – – –
SPAS
1181
Spectrum Planning & Advisory Services
California
$286K +$282K +1,070 New
CST
1182
Charles Schwab Trust
Nevada
$286K – – –
KFI
1183
Key Financial Inc
Pennsylvania
$285K – – –
SPA
1184
Sherbrooke Park Advisers
New York
$284K +$280K +1,063 New
TNBTD
1185
Trustmark National Bank Trust Department
Mississippi
$283K – – –
SMA
1186
Sage Mountain Advisors
Georgia
$283K +$279K +1,059 New
RCA
1187
Resonant Capital Advisors
Wisconsin
$283K +$40.9K +155 +17%
BIAS
1188
Beacon Investment Advisory Services
New Jersey
$281K +$31.9K +121 +13%
SBFM
1189
S-Bank Fund Management
Finland
$281K +$277K +1,050 New
OCM
1190
One Capital Management
California
$280K +$17.4K +66 +7%
TIM
1191
Tortoise Investment Management
New York
$280K +$22.7K +86 +9%
ZIM
1192
Zacks Investment Management
Illinois
$279K +$2.64K +10 +1%
PCG
1193
Prosperity Consulting Group
Maryland
$279K +$5.54K +21 +2%
LBC
1194
Leigh Baldwin & Co
New York
$278K +$3.43K +13 +1%
JFL
1195
Jarislowsky, Fraser Ltd
Quebec, Canada
$278K – – –
CWS
1196
Confluence Wealth Services
Pennsylvania
$278K -$4.94M -18,754 -95%
FMLI
1197
Fukoku Mutual Life Insurance
Japan
$277K – – –
PWG
1198
Portside Wealth Group
Utah
$276K +$64.1K +243 +31%
PFM
1199
Phillips Financial Management
Indiana
$275K +$28.5K +108 +12%
CA
1200
Cornerstone Advisory
Maryland
$275K +$791 +3 +0.3%
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