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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1201
Carmichael Hill & Associates
Maryland
$13.2K – – –
AIM
1202
Arcadia Investment Management
Michigan
$12.7K – – –
SC
1203
Schubert & Co
Texas
$12K -$4.55K -25 -26%
CPFP
1204
Clear Perspectives Financial Planning
Ohio
$12K – – –
AFG
1205
Albion Financial Group
Utah
$11.3K – – –
FDCC
1206
Foster Dykema Cabot & Co
Massachusetts
$11K +$12K +66 New
RA
1207
Rise Advisors
New York
$10.5K – – –
NSIM
1208
North Star Investment Management
Illinois
$10.5K -$1.27K -7 -10%
OAJ
1209
Ogorek Anthony Joseph
New York
$10K – – –
HBW
1210
Hazlett, Burt & Watson
West Virginia
$9K – – –
FMP
1211
Financial Management Professionals
Texas
$9K +$3.09K +17 +52%
LFA
1212
Legend Financial Advisors
Pennsylvania
$8.57K -$4.55K -25 -33%
MHR
1213
Matthew Hamilton Rosenberg
$8.57K – – –
VCM
1214
Versant Capital Management
Arizona
$8.57K – – –
MFA
1215
McClarren Financial Advisors
Pennsylvania
$8K – – –
CWM
1216
Cranbrook Wealth Management
Michigan
$7.88K – – –
CFFP
1217
Center for Financial Planning
Michigan
$7.71K -$7.46K -41 -48%
AAG
1218
Armstrong Advisory Group
Massachusetts
$7.54K +$8K +44 New
RWPA
1219
Richard W. Paul & Associates
Michigan
$7.54K +$8K +44 New
TJHA
1220
Thomas J. Herzfeld Advisors
Florida
$6.34K +$6.73K +37 New
DI
1221
Disciplined Investments
Oklahoma
$6.17K -$727 -4 -10%
PS
1222
PayPay Securities
Japan
$5.83K -$2.73K -15 -31%
TC
1223
Truvestments Capital
Florida
$5.83K – – –
HS
1224
Horan Securities
United States
$5.57K – – –
AWM
1225
Abound Wealth Management
Tennessee
$5.49K +$1.82K +10 +45%
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