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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1251
NewEdge Wealth
Pennsylvania
– -$224K -1,325 Closed
EWA
1252
EP Wealth Advisors
California
– -$223K -1,320 Closed
LOPW
1253
Live Oak Private Wealth
North Carolina
– -$222K -1,314 Closed
HFG
1254
Heron Financial Group
New York
– -$220K -1,303 Closed
BO
1255
Bank OZK
Arkansas
– -$220K -1,299 Closed
FFA
1256
First Foundation Advisors
California
– -$218K -1,291 Closed
FTC
1257
Farmers Trust Company
Ohio
– -$213K -1,262 Closed
DP
1258
Dearborn Partners
Illinois
– -$213K -1,261 Closed
OPTFSNA
1259
Old Point Trust & Financial Services N A
Virginia
– -$213K -1,260 Closed
MWM
1260
Meridian Wealth Management
Kentucky
– -$209K -1,238 Closed
CWM
1261
Cornerstone Wealth Management
Missouri
– -$209K -1,236 Closed
SPI
1262
Santori & Peters Inc
Pennsylvania
– -$209K -1,236 Closed
NFP
1263
Narus Financial Partners
Utah
– -$209K -1,235 Closed
MSFS
1264
Main Street Financial Solutions
Pennsylvania
– -$209K -1,234 Closed
WA
1265
Waverly Advisors
Alabama
– -$209K -1,231 Closed
LCM
1266
Liberty Capital Management
Michigan
– -$208K -1,230 Closed
CFS
1267
CRA Financial Services
New Jersey
– -$207K -1,224 Closed
CCFCSB
1268
Cape Cod Five Cents Savings Bank
Massachusetts
– -$207K -1,223 Closed
MA
1269
Mutual Advisors
Nebraska
– -$205K -1,212 Closed
FM
1270
Family Management
New York
– -$204K -1,209 Closed
WA
1271
Wealth Architects
California
– -$204K -1,209 Closed
SWA
1272
SFMG Wealth Advisors
Texas
– -$204K -1,208 Closed
CASB
1273
Cape Ann Savings Bank
Massachusetts
– -$203K -1,200 Closed
CWM
1274
Congress Wealth Management
Massachusetts
– -$203K -1,200 Closed
EC
1275
Enhancing Capital
Pennsylvania
– -$203K -1,200 Closed
49 50
51
52 53