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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1251
SRN Advisors
Pennsylvania
$244K – – –
JSW
1252
Journey Strategic Wealth
New Jersey
$244K +$19.7K +79 +9%
KAM
1253
Knightsbridge Asset Management
California
$243K +$229K +919 New
PFM
1254
Phillips Financial Management
Indiana
$243K +$13.5K +54 +6%
BWM
1255
BNC Wealth Management
Oregon
$243K +$498 +2 +0.2%
PIP
1256
Peachtree Investment Partners
Florida
$242K +$228K +916 New
HCMT
1257
Highland Capital Management (Tennessee)
Tennessee
$242K – – –
AC
1258
AlphaCore Capital
California
$242K +$15.7K +63 +7%
TCM
1259
Towneley Capital Management
California
$241K +$227K +912 New
IF
1260
Ironwood Financial
Arizona
$241K – – –
FAFN
1261
First Affirmative Financial Network
Colorado
$241K -$40.4K -162 -15%
ECM
1262
Elgethun Capital Management
South Dakota
$241K +$227K +910 New
NFP
1263
Narus Financial Partners
Utah
$241K – – –
FFA
1264
Founders Financial Alliance
North Carolina
$240K +$226K +907 New
FCM
1265
Fieldview Capital Management
Michigan
$240K +$226K +907 New
SAG
1266
SageView Advisory Group
California
$240K +$13.7K +55 +6%
PCM
1267
Park Capital Management
Wisconsin
$239K +$225K +905 New
RWP
1268
Revolve Wealth Partners
New Jersey
$239K -$60.8K -244 -21%
AIM
1269
Aigen Investment Management
New York
$239K -$294K -1,179 -57%
RCA
1270
Resonant Capital Advisors
Wisconsin
$239K +$225K +902 New
WT
1271
Washington Trust
Rhode Island
$238K -$17.4K -70 -7%
IF
1272
Intrua Financial
Texas
$237K +$3.24K +13 +1%
CCA
1273
Cobblestone Capital Advisors
New York
$237K -$119K -478 -35%
LGA
1274
Lebenthal Global Advisors
New York
$236K -$351K -1,409 -61%
WSWA
1275
Warren Street Wealth Advisors
California
$236K +$222K +891 New
49 50
51
52 53