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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1201
Greenup Street Wealth Management
Michigan
$246K -$2.75K -11 -1%
WI
1202
Wedgewood Investors
Pennsylvania
$246K – – –
ST
1203
Sageworth Trust
Pennsylvania
$245K +$4.49K +18 +2%
CC
1204
Callan Capital
California
$245K +$499 +2 +0.2%
OMIC
1205
Old Mission Investment Co
Michigan
$244K – – –
BCG
1206
Breakwater Capital Group
New Jersey
$244K -$499 -2 -0.2%
CT
1207
Chicago Trust
Illinois
$243K – – –
MFG
1208
Magnus Financial Group
New York
$242K +$5.49K +22 +2%
TPCM
1209
Templeton & Phillips Capital Management
Tennessee
$242K – – –
NCM
1210
Next Capital Management
New York
$242K – – –
RA
1211
Ruggaard & Associates
Ohio
$242K +$999 +4 +0.4%
QFA
1212
Quantum Financial Advisors
California
$241K – – –
SRA
1213
Secured Retirement Advisors
Minnesota
$241K +$18.7K +75 +8%
FWM
1214
Focused Wealth Management
New York
$241K +$13.5K +54 +6%
MCM
1215
Mill Capital Management
North Carolina
$241K – – –
RWI
1216
Red Wave Investments
Pennsylvania
$241K – – –
SBWIC
1217
Schaper Benz & Wise Investment Counsel
Wisconsin
$241K – – –
FC
1218
Financial Council
Maryland
$239K – – –
BFA
1219
Bragg Financial Advisors
North Carolina
$239K -$11K -44 -4%
PCG
1220
Prosperity Consulting Group
Maryland
$239K +$21K +84 +9%
LEA
1221
Legacy Edge Advisors
New York
$238K – – –
SWA
1222
SFMG Wealth Advisors
Texas
$238K – – –
GSIS
1223
Global Strategic Investment Solutions
Arizona
$237K – – –
PL
1224
Perpetual Ltd
Australia
$237K – – –
SFG
1225
Sovereign Financial Group
Connecticut
$236K -$1.5K -6 -0.6%
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