We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1276
Phillips Financial Management
Indiana
$335K -$2.73K -9 -0.9%
CBT
1277
Crews Bank & Trust
Florida
$335K – – –
VCM
1278
Vision Capital Management
Oregon
$334K – – –
DWS
1279
Dynamic Wealth Strategies
California
$332K -$10K -33 -3%
UAG
1280
United Advisor Group
Ohio
$332K +$14.5K +48 +5%
TPCM
1281
Templeton & Phillips Capital Management
Tennessee
$332K – – –
SFG
1282
Sovereign Financial Group
Connecticut
$331K -$303 -1 -0.1%
OP
1283
Oslo Pensjonsforsikring
$331K – – –
CW
1284
CrossGen Wealth
North Carolina
$330K – – –
LT
1285
Legacy Trust
Michigan
$330K – – –
MCM
1286
Mill Capital Management
North Carolina
$330K – – –
RWI
1287
Red Wave Investments
Pennsylvania
$330K – – –
GSIS
1288
Global Strategic Investment Solutions
Arizona
$330K +$2.12K +7 +0.7%
AWM
1289
Angeles Wealth Management
California
$329K +$6.67K +22 +2%
FC
1290
Financial Council
Maryland
$328K – – –
NW
1291
Naviter Wealth
Arkansas
$328K +$29.7K +98 +11%
SWA
1292
SFMG Wealth Advisors
Texas
$328K +$3.64K +12 +1%
SAM
1293
Sawgrass Asset Management
Florida
$327K – – –
MFG
1294
Magnus Financial Group
New York
$327K +$1.21K +4 +0.4%
CPA
1295
Capital Performance Advisors
California
$327K -$316K -1,043 -51%
LEA
1296
Legacy Edge Advisors
New York
$326K +$9.09K +30 +3%
GWP
1297
Gateway Wealth Partners
Wisconsin
$326K -$41.5K -137 -12%
AFG
1298
Allegheny Financial Group
Pennsylvania
$324K +$63.6K +210 +27%
WI
1299
Wedgewood Investors
Pennsylvania
$324K – – –
GKWIM
1300
Gerber Kawasaki Wealth & Investment Management
California
$323K +$2.73K +9 +0.9%
50 51
52
53 54