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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1226
Cedar Mountain Advisors
Oregon
$22.1K – – –
RAM
1227
Riggs Asset Management
Pennsylvania
$21.9K – – –
CSWM
1228
Cassady Schiller Wealth Management
Ohio
$21.7K – – –
FFO
1229
Fortitude Family Office
Arizona
$21.3K +$19.4K +112 New
NECFA
1230
New England Capital Financial Advisors
Connecticut
$21K +$17.3K +100 +1,000%
CIR
1231
Clear Investment Research
Georgia
$21K +$19K +110 New
TFA
1232
Toth Financial Advisory
Virginia
$20.6K – – –
LIA
1233
Luken Investment Analytics
Tennessee
$20.2K – – –
PPC
1234
Park Place Capital
Alabama
$20.2K +$519 +3 +3%
LF
1235
Lee Financial
Texas
$19.6K -$1.91K -11 -10%
SAM
1236
Smartleaf Asset Management
Massachusetts
$19.5K +$17.8K +103 New
TAM
1237
Tucker Asset Management
Colorado
$19K – – –
B
1238
Birchbrook
Maine
$19K +$17.3K +100 New
PA
1239
Pineridge Advisors
Missouri
$19K +$17.3K +100 New
TCG
1240
Transcendent Capital Group
Oklahoma
$19K +$17.3K +100 New
WIA
1241
Wetzel Investment Advisors
Indiana
$18K +$16.1K +93 New
SFA
1242
Semmax Financial Advisors
North Carolina
$17.3K +$13.9K +80 New
DFA
1243
DHJJ Financial Advisors
Illinois
$17.1K – – –
RTL
1244
Red Tortoise LLC
Georgia
$17.1K +$5.2K +30 +50%
FWM
1245
FSA Wealth Management
Massachusetts
$17K +$15.4K +89 New
PCMC
1246
Planning Capital Management Corporation
Pennsylvania
$16.4K +$14.9K +86 New
GKIM
1247
GW&K Investment Management
Massachusetts
$16K +$2.08K +12 +17%
MSG
1248
Main Street Group
Virginia
$15.5K +$14K +81 New
HGA
1249
Hobbs Group Advisors
South Carolina
$15K +$13.7K +79 New
MTIC
1250
Missouri Trust & Investment Company
Missouri
$14.9K +$866 +5 +7%
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50
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