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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1201
Global Wealth Management Investment Advisory
Florida
$20.8K +$21.2K +120 New
WWM
1202
Wolff Wiese Magana
California
$20.3K – – –
NSG
1203
Nalls Sherbakoff Group
Tennessee
$20.3K – – –
PPC
1204
Park Place Capital
Alabama
$20.1K – – –
RAM
1205
Riggs Asset Management
Pennsylvania
$20K – – –
LF
1206
Lee Financial
Texas
$19.8K – – –
CSWM
1207
Cassady Schiller Wealth Management
Ohio
$19.8K +$19.9K +113 +11,300%
MCM
1208
Magnolia Capital Management
New York
$19K – – –
LIA
1209
Luken Investment Analytics
Tennessee
$18.4K – – –
VWM
1210
Venturi Wealth Management
Texas
$17.7K – – –
AS
1211
AM Squared
Hong Kong
$17.4K -$17.6K -100 -50%
LSA
1212
Lansing Street Advisors
Pennsylvania
$17.4K – – –
TAM
1213
Tucker Asset Management
Colorado
$17.4K – – –
WIM
1214
WealthPlan Investment Management
Nebraska
$17.4K – – –
TFA
1215
Toth Financial Advisory
Virginia
$17.4K +$2.65K +15 +18%
BCMLT
1216
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.2K +$13.6K +77 +350%
GKIM
1217
GW&K Investment Management
Massachusetts
$15K +$15.5K +88 New
RTC
1218
Riverview Trust Company
Washington
$14.2K – – –
CTA
1219
Colonial Trust Advisors
South Carolina
$13.7K – – –
TF
1220
TimeScale Financial
Massachusetts
$13.4K – – –
VCM
1221
Versant Capital Management
Arizona
$13K +$4.41K +25 +50%
FCAG
1222
First Capital Advisors Group
New Jersey
$12.9K +$13.1K +74 New
SIS
1223
Sound Income Strategies
Florida
$12.7K -$9.7K -55 -43%
MTIC
1224
Missouri Trust & Investment Company
Missouri
$12.7K +$12.9K +73 New
SWA
1225
SOA Wealth Advisors
New York
$12.5K -$3.35K -19 -21%
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