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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1251
Vermillion Wealth Management
Minnesota
$305K +$6.45K +22 +2%
CSPIA
1252
Cary Street Partners Investment Advisory
Virginia
$304K -$10.5K -36 -3%
TNBTD
1253
Trustmark National Bank Trust Department
Mississippi
$304K -$4.69K -16 -2%
Becker Capital Management
1254
Becker Capital Management
Oregon
$303K -$13.8K -47 -4%
DWS
1255
Dynamic Wealth Strategies
California
$303K -$59.8K -204 -16%
Meridian Wealth Management
1256
Meridian Wealth Management
Kentucky
$302K +$17.6K +60 +6%
PCG
1257
Prosperity Consulting Group
Maryland
$302K -$32.8K -112 -10%
CNBTD
1258
Citizens National Bank Trust Department
Mississippi
$302K – – –
SAM
1259
Sagewood Asset Management
New York
$301K -$59.8K -204 -16%
Obermeyer Wealth Partners
1260
Obermeyer Wealth Partners
Colorado
$301K -$2.93K -10 -1%
J. Safra Sarasin Holding
1261
J. Safra Sarasin Holding
$301K +$17.3K +59 +6%
Exencial Wealth Advisors
1262
Exencial Wealth Advisors
Oklahoma
$300K +$44.5K +152 +17%
Valmark Advisers
1263
Valmark Advisers
Ohio
$299K -$29.9K -102 -9%
OL
1264
Optas LLC
Texas
$299K +$45.7K +156 +18%
KPWG
1265
KFA Private Wealth Group
Virginia
$299K +$586 +2 +0.2%
PFM
1266
Phillips Financial Management
Indiana
$299K +$586 +2 +0.2%
SDAM
1267
Shulman DeMeo Asset Management
New York
$299K +$300K +1,024 New
TCP
1268
TMB Capital Partners
Arkansas
$298K -$18.2K -62 -6%
JCIA
1269
Jackson Creek Investment Advisors
Colorado
$298K -$7.62K -26 -2%
DF
1270
Dunhill Financial
United Kingdom
$298K -$3.22K -11 -1%
WPA
1271
Winning Points Advisors
Florida
$298K -$10.3K -35 -3%
Edmond de Rothschild Holding
1272
Edmond de Rothschild Holding
Switzerland
$298K – – –
FMTC
1273
Farmers & Merchants Trust Company
California
$297K -$2.93K -10 -1%
TC
1274
Trilogy Capital
California
$297K +$9.37K +32 +3%
CST
1275
Charles Schwab Trust
Nevada
$297K +$5.27K +18 +2%