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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CreativeOne Wealth
1201
CreativeOne Wealth
Kansas
$334K +$123K +436 +61%
CASB
1202
Cape Ann Savings Bank
Massachusetts
$334K -$113K -400 -26%
AWM
1203
Accurate Wealth Management
Florida
$333K +$9.85K +35 +3%
PCG
1204
Prosperity Consulting Group
Maryland
$333K +$9.57K +34 +3%
CT
1205
Caldwell Trust
Florida
$332K -$47.8K -170 -13%
ECM
1206
EagleClaw Capital Management
Massachusetts
$332K – – –
KAM
1207
Knightsbridge Asset Management
California
$332K +$3.94K +14 +1%
SWA
1208
Stratos Wealth Advisors
Ohio
$330K -$43.6K -155 -12%
LMFP
1209
Larry Mathis Financial Planning
Arizona
$330K +$320K +1,138 New
KFGG
1210
Keystone Financial Group (Georgia)
Georgia
$329K +$563 +2 +0.2%
TPI
1211
Trust Point Inc
Wisconsin
$328K -$9.57K -34 -3%
Advisors Asset Management
1212
Advisors Asset Management
Colorado
$328K -$5.07K -18 -2%
AFGAS
1213
Allegiance Financial Group Advisory Services
Virginia
$328K +$10.4K +37 +3%
Valmark Advisers
1214
Valmark Advisers
Ohio
$327K – – –
SCA
1215
Sippican Capital Advisors
Massachusetts
$326K -$3.1K -11 -1%
Advisory Alpha
1216
Advisory Alpha
Michigan
$326K -$18.9K -67 -6%
MSA
1217
Marino Stram & Associates
Massachusetts
$325K -$60.2K -214 -16%
HCPC
1218
Hamilton Capital Partners (Canada)
$324K -$270K -959 -46%
PPW
1219
Parcion Private Wealth
Washington
$323K +$20.5K +73 +7%
CCC
1220
Compass Capital Corp
Massachusetts
$323K +$4.22K +15 +1%
MWS
1221
MFA Wealth Services
California
$322K +$1.13K +4 +0.4%
LAM
1222
L2 Asset Management
Massachusetts
$322K +$18.6K +66 +6%
Farmers & Merchants Investments Inc
1223
Farmers & Merchants Investments Inc
Nebraska
$321K – – –
RCAG
1224
Rehmann Capital Advisory Group
Michigan
$319K +$8.72K +31 +3%
AA
1225
ABC Arbitrage
France
$318K +$309K +1,098 New