We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1226
Fountainhead AM
New Jersey
$286K +$58.1K +217 +27%
MAM
1227
McLean Asset Management
Virginia
$285K -$12.3K -46 -4%
SDAM
1228
Shulman DeMeo Asset Management
New York
$285K +$268 +1 +0.1%
KPWG
1229
KFA Private Wealth Group
Virginia
$285K +$273K +1,020 New
WI
1230
Wedgewood Investors
Pennsylvania
$285K – – –
VWM
1231
Vermillion Wealth Management
Minnesota
$285K +$67.5K +252 +33%
DWS
1232
Dynamic Wealth Strategies
California
$284K +$12.1K +45 +5%
VCM
1233
Vision Capital Management
Oregon
$283K +$3.48K +13 +1%
AWM
1234
Avior Wealth Management
Nebraska
$283K -$45.3K -169 -14%
GIA
1235
Gladstone Institutional Advisory
Florida
$283K +$39.1K +146 +17%
TPCM
1236
Templeton & Phillips Capital Management
Tennessee
$281K – – –
MWM
1237
Marietta Wealth Management
Georgia
$281K +$269K +1,005 New
NCM
1238
Next Capital Management
New York
$280K – – –
QFA
1239
Quantum Financial Advisors
California
$279K – – –
MCM
1240
Mill Capital Management
North Carolina
$279K – – –
RWI
1241
Red Wave Investments
Pennsylvania
$279K – – –
SBWIC
1242
Schaper Benz & Wise Investment Counsel
Wisconsin
$279K – – –
LT
1243
Legacy Trust
Michigan
$279K +$9.91K +37 +4%
ST
1244
Sageworth Trust
Pennsylvania
$279K – – –
PVI
1245
Pine Valley Investments
New Jersey
$279K +$58.4K +218 +28%
FC
1246
Financial Council
Maryland
$278K – – –
STAS
1247
Strong Tower Advisory Services
Minnesota
$277K – – –
BFA
1248
Bragg Financial Advisors
North Carolina
$277K – – –
MFG
1249
Magnus Financial Group
New York
$277K +$536 +2 +0.2%
TBNY
1250
Trustco Bank (New York)
New York
$276K – – –
48 49
50
51 52