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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1226
Colonial Trust Advisors
South Carolina
$14.2K – – –
LFA
1227
Legend Financial Advisors
Pennsylvania
$14.1K +$13.5K +75 New
AIM
1228
Arcadia Investment Management
Michigan
$13.9K +$13.3K +74 New
RFG
1229
RFP Financial Group
Georgia
$13.3K +$12.8K +71 New
CPFP
1230
Clear Perspectives Financial Planning
Ohio
$13.1K – – –
NSIM
1231
North Star Investment Management
Illinois
$12.7K +$360 +2 +3%
AFG
1232
Albion Financial Group
Utah
$12.4K -$1.8K -10 -13%
BCMLT
1233
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.4K +$7.74K +43 +187%
SJIA
1234
St. James Investment Advisors
New York
$12.2K – – –
GIA
1235
Goodwin Investment Advisory
Georgia
$12K – – –
TF
1236
TimeScale Financial
Massachusetts
$11.8K – – –
RA
1237
Rise Advisors
New York
$11.4K – – –
OAJ
1238
Ogorek Anthony Joseph
New York
$11K – – –
IAA
1239
Independent Advisor Alliance
North Carolina
$10.8K -$77.7K -432 -0.7%
MFA
1240
McClarren Financial Advisors
Pennsylvania
$10K – – –
HBW
1241
Hazlett, Burt & Watson
West Virginia
$10K +$1.62K +9 +23%
MHR
1242
Matthew Hamilton Rosenberg
$9.38K – – –
VCM
1243
Versant Capital Management
Arizona
$9.38K – – –
FPFS
1244
First Personal Financial Services
North Carolina
$9.37K – – –
PS
1245
PayPay Securities
Japan
$9.19K +$8.81K +49 New
CWM
1246
Cranbrook Wealth Management
Michigan
$8.63K – – –
LWP
1247
Laurel Wealth Planning
Minnesota
$7.88K – – –
NC
1248
NewSquare Capital
Pennsylvania
$7.69K – – –
DI
1249
Disciplined Investments
Oklahoma
$7.5K -$360 -2 -5%
CWP
1250
Concord Wealth Partners
Virginia
$6.81K +$6.48K +36 New
48 49
50
51 52