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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1201
Oarsman Capital
Wisconsin
$205K +$193K +877 New
CFG
1202
Carr Financial Group
Massachusetts
$205K -$142K -642 -42%
FBC
1203
Fairfield, Bush & Co
Connecticut
$205K +$193K +876 New
ST
1204
Somerset Trust
Pennsylvania
$204K +$192K +873 New
GFS
1205
GYL Financial Synergies
Connecticut
$204K +$192K +873 New
UAS
1206
United Asset Strategies
New York
$204K +$192K +872 New
LGA
1207
Lebenthal Global Advisors
New York
$204K +$192K +871 New
A
1208
Allianz
Germany
$204K – – –
SNBOSD
1209
Security National Bank of So Dak
Iowa
$204K +$192K +870 New
GM
1210
GeoWealth Management
Illinois
$203K -$22.5K -102 -11%
PCS
1211
Personal CFO Solutions
New Jersey
$203K +$191K +868 New
NW
1212
Naviter Wealth
Arkansas
$203K +$191K +866 New
VBFP
1213
Valtinson Bruner Financial Planning
Minnesota
$202K +$190K +863 New
TFP
1214
Tilia Fiduciary Partners
North Carolina
$202K +$190K +861 New
SIC
1215
Salem Investment Counselors
North Carolina
$202K +$4.85K +22 +3%
RPGK
1216
Retirement Planning Group (Kansas)
Kansas
$202K +$190K +861 New
PK
1217
Pflug Koory
Nebraska
$201K +$190K +860 New
FCT
1218
First Community Trust
Iowa
$198K – – –
HWM
1219
Horizons Wealth Management
North Carolina
$197K -$5.29K -24 -3%
SOW
1220
State of Wyoming
Wyoming
$196K -$68.6K -311 -27%
GFPC
1221
Global Financial Private Client
Florida
$195K – – –
VNA
1222
Valley National Advisers
Pennsylvania
$194K -$6.83K -31 -4%
EBA
1223
Eagle Bay Advisors
New York
$189K +$37K +168 +26%
AA
1224
Addison Advisors
Vermont
$188K +$76.1K +345 +75%
AGWCA
1225
Annis Gardner Whiting Capital Advisors
Florida
$187K -$220 -1 -0.1%
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