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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1226
D.J. St. Germain
Massachusetts
$264K -$98.2K -394 -28%
FC
1227
Financial Council
Maryland
$263K – – –
GFG
1228
Greenberg Financial Group
Arizona
$263K +$224K +900 New
BFA
1229
Bragg Financial Advisors
North Carolina
$262K – – –
IRC
1230
Investors Research Corp
Georgia
$262K -$48.6K -195 -16%
MFG
1231
Magnus Financial Group
New York
$261K -$4.48K -18 -2%
GSIS
1232
Global Strategic Investment Solutions
Arizona
$260K – – –
OCM
1233
One Capital Management
California
$260K +$245K +982 New
BBI
1234
Baxter Bros Inc
Connecticut
$257K -$24.9K -100 -9%
SWA
1235
SFMG Wealth Advisors
Texas
$257K -$3.99K -16 -2%
TT
1236
TI-Trust
Illinois
$257K -$1.5K -6 -0.6%
SFG
1237
Sovereign Financial Group
Connecticut
$255K -$3.99K -16 -2%
TIM
1238
Tortoise Investment Management
New York
$254K – – –
FWM
1239
Focused Wealth Management
New York
$252K -$11.5K -46 -5%
LAM
1240
L2 Asset Management
Massachusetts
$252K +$21.4K +86 +10%
BFA
1241
Brendel Financial Advisors
New Hampshire
$250K – – –
EI
1242
EDMP Inc
Florida
$250K – – –
EI
1243
Ellevest Inc
New York
$249K -$27.9K -112 -11%
PDM
1244
Penn Davis McFarland
Texas
$247K – – –
BIAS
1245
Beacon Investment Advisory Services
New Jersey
$246K -$33.6K -135 -13%
FWA
1246
FORM Wealth Advisors
Wisconsin
$246K +$232K +930 New
MAM
1247
McLean Asset Management
Virginia
$245K +$3.49K +14 +1%
CCA
1248
Childress Capital Advisors
Texas
$245K -$41.9K -168 -15%
ARC
1249
Advisor Resource Council
Texas
$245K +$230K +925 New
MFS
1250
Madrona Financial Services
Washington
$244K +$498 +2 +0.2%
48 49
50
51 52