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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
1201
Bridgewealth Advisory Group
California
$393K +$909 +3 +0.3%
MCA
1202
Magnolia Capital Advisors
Mississippi
$391K +$359K +1,185 New
MCCP
1203
Mission Creek Capital Partners
California
$390K +$90.9K +300 +34%
3IP
1204
3Chopt Investment Partners
Virginia
$389K +$19.7K +65 +6%
SLG
1205
Sanchez Levi Garrett
$388K +$4.55K +15 +1%
NQWM
1206
Northwest Quadrant Wealth Management
Oregon
$388K +$909 +3 +0.3%
AMG
1207
Advisors Management Group
Wisconsin
$388K – – –
OL
1208
Optas LLC
Texas
$388K +$45.5K +150 +15%
SGC
1209
Slocum, Gordon & Co
Rhode Island
$388K +$356K +1,175 New
CST
1210
Charles Schwab Trust
Nevada
$386K +$46.1K +152 +15%
CSC
1211
Caldwell Sutter Capital
California
$385K -$1.51K -5 -0.4%
AWM
1212
Accurate Wealth Management
Florida
$385K +$2.73K +9 +0.8%
AA
1213
Armis Advisers
Georgia
$384K -$33.3K -110 -9%
WP
1214
Wealthspan Partners
Iowa
$383K – – –
CAG
1215
Csenge Advisory Group
Florida
$383K -$54.9K -181 -13%
FWA
1216
Flagship Wealth Advisors
Massachusetts
$381K +$4.24K +14 +1%
VCM
1217
Versant Capital Management
Arizona
$380K +$127K +419 +57%
MA
1218
MKT Advisors
California
$379K -$16.7K -55 -5%
B
1219
Bayban
Minnesota
$378K -$5.15K -17 -1%
NG
1220
Novem Group
New York
$378K -$6.67K -22 -2%
KFG
1221
Kelly Financial Group
Connecticut
$377K +$58.2K +192 +20%
KFGG
1222
Keystone Financial Group (Georgia)
Georgia
$376K +$909 +3 +0.3%
LMFP
1223
Larry Mathis Financial Planning
Arizona
$376K +$3.94K +13 +1%
RA
1224
RFG Advisory
Alabama
$374K +$45.8K +151 +15%
MWS
1225
MFA Wealth Services
California
$369K +$1.21K +4 +0.4%