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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1251
Ellsworth Advisors
Ohio
$351K +$323K +1,066 New
PCA
1252
Purkiss Capital Advisors
Connecticut
$350K +$321K +1,060 New
CA
1253
Cornerstone Advisory
Maryland
$349K -$15.5K -51 -5%
SW
1254
SVB Wealth
Massachusetts
$349K -$19.1K -63 -6%
ST
1255
Sageworth Trust
Pennsylvania
$349K +$17.6K +58 +6%
QL
1256
Quarry LP
New York
$348K +$25.5K +84 +9%
HWA
1257
HCR Wealth Advisors
California
$344K -$4.24K -14 -1%
QFA
1258
Quantum Financial Advisors
California
$344K -$6.67K -22 -2%
CFSG
1259
Community Financial Services Group
Vermont
$344K -$11.5K -38 -4%
MCM
1260
Manchester Capital Management
Vermont
$343K +$7.27K +24 +2%
LP
1261
LMR Partners
United Kingdom
$342K +$314K +1,037 New
CNBTD
1262
Citizens National Bank Trust Department
Mississippi
$341K – – –
BTD
1263
BankPlus Trust Department
Mississippi
$341K +$12.7K +42 +4%
WP
1264
Westmount Partners
California
$341K +$49.7K +164 +19%
GS
1265
GWN Securities
Florida
$341K -$13K -43 -4%
VWM
1266
Vermillion Wealth Management
Minnesota
$340K -$4.24K -14 -1%
VA
1267
Valmark Advisers
Ohio
$339K – – –
SDAM
1268
Shulman DeMeo Asset Management
New York
$338K +$303 +1 +0.1%
TCP
1269
TMB Capital Partners
Arkansas
$337K – – –
DF
1270
Dunhill Financial
United Kingdom
$337K – – –
CSPIA
1271
Cary Street Partners Investment Advisory
Virginia
$337K -$6.06K -20 -2%
RCA
1272
Resonant Capital Advisors
Wisconsin
$337K -$9.7K -32 -3%
WPA
1273
Winning Points Advisors
Florida
$337K – – –
MWM
1274
Meridian Wealth Management
Kentucky
$336K -$5.15K -17 -2%
CIA
1275
Caerus Investment Advisors
Texas
$335K +$35.2K +116 +13%
49 50
51
52 53