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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1201
Emerald Advisors
Washington
$206K +$171K +775 New
CS
1202
Cannell & Spears
New York
$206K +$194K +878 New
CPW
1203
Crestmont Private Wealth
Texas
$206K +$194K +878 New
TFF
1204
The Family Firm
Maryland
$205K – – –
OC
1205
Oarsman Capital
Wisconsin
$205K +$193K +877 New
CFG
1206
Carr Financial Group
Massachusetts
$205K -$142K -642 -42%
FBC
1207
Fairfield, Bush & Co
Connecticut
$205K +$193K +876 New
ST
1208
Somerset Trust
Pennsylvania
$204K +$192K +873 New
GFS
1209
GYL Financial Synergies
Connecticut
$204K +$192K +873 New
UAS
1210
United Asset Strategies
New York
$204K +$192K +872 New
LGA
1211
Lebenthal Global Advisors
New York
$204K +$192K +871 New
A
1212
Allianz
Germany
$204K – – –
SNBOSD
1213
Security National Bank of So Dak
Iowa
$204K +$192K +870 New
GM
1214
GeoWealth Management
Illinois
$203K -$22.5K -102 -11%
PCS
1215
Personal CFO Solutions
New Jersey
$203K +$191K +868 New
NW
1216
Naviter Wealth
Arkansas
$203K +$191K +866 New
VBFP
1217
Valtinson Bruner Financial Planning
Minnesota
$202K +$190K +863 New
TFP
1218
Tilia Fiduciary Partners
North Carolina
$202K +$190K +861 New
SIC
1219
Salem Investment Counselors
North Carolina
$202K +$4.85K +22 +3%
RPGK
1220
Retirement Planning Group (Kansas)
Kansas
$202K +$190K +861 New
PK
1221
Pflug Koory
Nebraska
$201K +$190K +860 New
FCT
1222
First Community Trust
Iowa
$198K – – –
HWM
1223
Horizons Wealth Management
North Carolina
$197K -$5.29K -24 -3%
SOW
1224
State of Wyoming
Wyoming
$196K -$68.6K -311 -27%
GFPC
1225
Global Financial Private Client
Florida
$195K – – –
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