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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1226
Centennial Bank
Arkansas
$360K – – –
IAS
1227
Integrity Advisory Solutions
Texas
$358K +$329K +1,085 New
MCWS
1228
McKinley Carter Wealth Services
West Virginia
$358K – – –
AIP
1229
Avail Investment Partners
Pennsylvania
$358K +$329K +1,084 New
SG
1230
StoneX Group
New York
$357K +$31.8K +105 +11%
FOA
1231
Five Oceans Advisors
California
$357K -$1.82K -6 -0.6%
XWL
1232
XXI Wealth LLC
Illinois
$357K +$6.97K +23 +2%
CT
1233
Caldwell Trust
Florida
$356K -$24.9K -82 -7%
BOC
1234
Bull Oak Capital
California
$356K – – –
MAM
1235
McLean Asset Management
Virginia
$356K -$2.12K -7 -0.7%
BCG
1236
Breakwater Capital Group
New Jersey
$356K -$42.1K -139 -11%
FFA
1237
Fragasso Financial Advisors
Pennsylvania
$355K +$326K +1,077 New
FMTC
1238
Farmers & Merchants Trust Company
California
$352K +$14.5K +48 +5%
CFS
1239
CRA Financial Services
New Jersey
$352K -$606 -2 -0.2%
KFI
1240
Key Financial Inc
Pennsylvania
$352K – – –
EA
1241
Ellsworth Advisors
Ohio
$351K +$323K +1,066 New
PCA
1242
Purkiss Capital Advisors
Connecticut
$350K +$321K +1,060 New
CA
1243
Cornerstone Advisory
Maryland
$349K -$15.5K -51 -5%
SW
1244
SVB Wealth
Massachusetts
$349K -$19.1K -63 -6%
ST
1245
Sageworth Trust
Pennsylvania
$349K +$17.6K +58 +6%
QL
1246
Quarry LP
New York
$348K +$25.5K +84 +9%
HWA
1247
HCR Wealth Advisors
California
$344K -$4.24K -14 -1%
QFA
1248
Quantum Financial Advisors
California
$344K -$6.67K -22 -2%
CFSG
1249
Community Financial Services Group
Vermont
$344K -$11.5K -38 -4%
MCM
1250
Manchester Capital Management
Vermont
$343K +$7.27K +24 +2%
48 49
50
51 52