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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1251
Ellevest Inc
New York
$253K +$1.32K +5 +0.5%
BFA
1252
Brendel Financial Advisors
New Hampshire
$253K – – –
CWA
1253
Canvas Wealth Advisors
Kansas
$253K -$29.5K -112 -10%
SMC
1254
Smith, Moore & Co
Missouri
$253K -$153K -580 -38%
EI
1255
EDMP Inc
Florida
$253K – – –
MWM
1256
Meridian Wealth Management
Kentucky
$252K +$21.4K +81 +9%
KRW
1257
Kaufman Rossin Wealth
Florida
$251K -$89.6K -340 -27%
GIM
1258
Generali Investments Management
Slovenia
$251K +$208K +788 +518%
QFW
1259
QTR Family Wealth
Florida
$251K +$34K +129 +16%
WSWA
1260
Warren Street Wealth Advisors
California
$251K +$12.4K +47 +5%
PDM
1261
Penn Davis McFarland
Texas
$250K – – –
FWA
1262
FORM Wealth Advisors
Wisconsin
$249K – – –
AWE
1263
Avidian Wealth Enterprises
Texas
$246K +$38.2K +145 +19%
BWM
1264
BNC Wealth Management
Oregon
$246K +$264 +1 +0.1%
PPW
1265
Parcion Private Wealth
Washington
$246K +$243K +920 New
GKWIM
1266
Gerber Kawasaki Wealth & Investment Management
California
$245K -$40.9K -155 -14%
HCMT
1267
Highland Capital Management (Tennessee)
Tennessee
$245K – – –
MFS
1268
Madrona Financial Services
Washington
$244K -$2.9K -11 -1%
ECM
1269
Elgethun Capital Management
South Dakota
$244K – – –
NFP
1270
Narus Financial Partners
Utah
$243K – – –
SAG
1271
SageView Advisory Group
California
$242K +$11.6K +44 +5%
RA
1272
RFG Advisory
Alabama
$241K +$8.7K +33 +4%
IF
1273
Ironwood Financial
Arizona
$241K – – –
AWM
1274
Atticus Wealth Management
Florida
$241K +$237K +899 New
APG
1275
Abacus Planning Group
South Carolina
$240K +$25.3K +96 +12%
49 50
51
52 53