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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
1226
Farmers & Merchants Investments Inc
Nebraska
$323K – – –
CASB
1227
Cape Ann Savings Bank
Massachusetts
$321K -$14.6K -50 -4%
AWM
1228
Avior Wealth Management
Nebraska
$319K +$23.7K +81 +8%
CB
1229
Centennial Bank
Arkansas
$318K – – –
FOA
1230
Five Oceans Advisors
California
$317K +$586 +2 +0.2%
KWM
1231
Keebeck Wealth Management
Illinois
$317K +$318K +1,086 New
MCWS
1232
McKinley Carter Wealth Services
West Virginia
$316K -$90.5K -309 -22%
CA
1233
Crumly & Associates
Illinois
$316K +$1.17K +4 +0.4%
BOC
1234
Bull Oak Capital
California
$314K +$316K +1,078 New
GS
1235
GWN Securities
Florida
$314K -$2.34K -8 -0.7%
SPAS
1236
Spectrum Planning & Advisory Services
California
$312K +$1.76K +6 +0.6%
G
1237
GenTrust
Florida
$312K +$92K +314 +42%
CFS
1238
CRA Financial Services
New Jersey
$312K +$11.1K +38 +4%
KFI
1239
Key Financial Inc
Pennsylvania
$311K -$1.76K -6 -0.6%
QFA
1240
Quantum Financial Advisors
California
$310K +$17.9K +61 +6%
CFSG
1241
Community Financial Services Group
Vermont
$309K +$312K +1,065 New
XWL
1242
XXI Wealth LLC
Illinois
$309K +$38.1K +130 +14%
HWA
1243
HCR Wealth Advisors
California
$308K +$2.93K +10 +1%
RCA
1244
Resonant Capital Advisors
Wisconsin
$307K +$14.1K +48 +5%
CMBA
1245
C.M. Bidwell & Associates
Hawaii
$306K -$293 -1 -0.1%
DCM
1246
DGS Capital Management
New Jersey
$306K +$307K +1,048 New
FWA
1247
Flagship Wealth Advisors
Massachusetts
$305K -$4.1K -14 -1%
VWM
1248
Vermillion Wealth Management
Minnesota
$305K +$6.45K +22 +2%
CSPIA
1249
Cary Street Partners Investment Advisory
Virginia
$304K -$10.5K -36 -3%
TNBTD
1250
Trustmark National Bank Trust Department
Mississippi
$304K -$4.69K -16 -2%
48 49
50
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