We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1251
Canvas Wealth Advisors
Kansas
$253K -$29.5K -112 -10%
SMC
1252
Smith, Moore & Co
Missouri
$253K -$153K -580 -38%
EI
1253
EDMP Inc
Florida
$253K – – –
MWM
1254
Meridian Wealth Management
Kentucky
$252K +$21.4K +81 +9%
KRW
1255
Kaufman Rossin Wealth
Florida
$251K -$89.6K -340 -27%
GIM
1256
Generali Investments Management
Slovenia
$251K +$208K +788 +518%
QFW
1257
QTR Family Wealth
Florida
$251K +$34K +129 +16%
WSWA
1258
Warren Street Wealth Advisors
California
$251K +$12.4K +47 +5%
PDM
1259
Penn Davis McFarland
Texas
$250K – – –
FWA
1260
FORM Wealth Advisors
Wisconsin
$249K – – –
AWE
1261
Avidian Wealth Enterprises
Texas
$246K +$38.2K +145 +19%
BWM
1262
BNC Wealth Management
Oregon
$246K +$264 +1 +0.1%
PPW
1263
Parcion Private Wealth
Washington
$246K +$243K +920 New
GKWIM
1264
Gerber Kawasaki Wealth & Investment Management
California
$245K -$40.9K -155 -14%
HCMT
1265
Highland Capital Management (Tennessee)
Tennessee
$245K – – –
MFS
1266
Madrona Financial Services
Washington
$244K -$2.9K -11 -1%
ECM
1267
Elgethun Capital Management
South Dakota
$244K – – –
NFP
1268
Narus Financial Partners
Utah
$243K – – –
SAG
1269
SageView Advisory Group
California
$242K +$11.6K +44 +5%
RA
1270
RFG Advisory
Alabama
$241K +$8.7K +33 +4%
IF
1271
Ironwood Financial
Arizona
$241K – – –
AWM
1272
Atticus Wealth Management
Florida
$241K +$237K +899 New
APG
1273
Abacus Planning Group
South Carolina
$240K +$25.3K +96 +12%
AGWCA
1274
Annis Gardner Whiting Capital Advisors
Florida
$237K +$9.23K +35 +4%
ADIM
1275
Alpha DNA Investment Management
Maryland
$237K – – –
49 50
51
52 53