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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
1251
Global Strategic Investment Solutions
Arizona
$275K – – –
AWE
1252
Avidian Wealth Enterprises
Texas
$275K +$16.9K +63 +7%
AIC
1253
Archer Investment Corporation
Indiana
$274K – – –
SWA
1254
SFMG Wealth Advisors
Texas
$273K +$1.87K +7 +0.7%
BBI
1255
Baxter Bros Inc
Connecticut
$271K – – –
TT
1256
TI-Trust
Illinois
$271K – – –
SFG
1257
Sovereign Financial Group
Connecticut
$270K -$268 -1 -0.1%
RA
1258
RFG Advisory
Alabama
$270K +$17.7K +66 +7%
PWG
1259
Portside Wealth Group
Utah
$270K -$17.1K -64 -6%
CPBTD
1260
Central Pacific Bank - Trust Division
Hawaii
$270K -$15K -56 -5%
WSWA
1261
Warren Street Wealth Advisors
California
$270K +$7.5K +28 +3%
CGF
1262
Constant Guidance Financial
Massachusetts
$269K +$258K +965 New
UAG
1263
United Advisor Group
Ohio
$269K -$75K -280 -22%
FWM
1264
Focused Wealth Management
New York
$269K +$1.07K +4 +0.4%
NW
1265
Naviter Wealth
Arkansas
$269K +$21.4K +80 +9%
KFG
1266
Kelly Financial Group
Connecticut
$268K – – –
MWM
1267
Meridian Wealth Management
Kentucky
$268K +$4.55K +17 +2%
TGIA
1268
Torrey Growth & Income Advisors
California
$266K +$255K +953 New
EI
1269
Ellevest Inc
New York
$266K +$1.34K +5 +0.5%
PCA
1270
Prosperity Capital Advisors
Ohio
$266K +$255K +952 New
SAG
1271
SageView Advisory Group
California
$265K – – –
PFM
1272
Patton Fund Management
Texas
$265K -$2.33M -8,692 -90%
SMC
1273
Smith, Moore & Co
Missouri
$264K – – –
BFA
1274
Brendel Financial Advisors
New Hampshire
$264K – – –
IWM
1275
Iams Wealth Management
Nebraska
$263K +$253K +943 New
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