We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1301
Global Financial Private Client
Florida
$203K +$2.25K +9 +1%
RC
1302
Rovin Capital
Arizona
$203K +$211K +844 New
JSW
1303
Journey Strategic Wealth
New Jersey
$203K +$210K +842 New
OP
1304
ORG Partners
Indiana
$203K +$115K +459 +120%
FAG
1305
Fortitude Advisory Group
Washington
$202K +$210K +840 New
TFP
1306
Tilia Fiduciary Partners
North Carolina
$202K -$5.74K -23 -3%
WQ
1307
Wealth Quarterback
New Jersey
$202K -$31.2K -125 -13%
VCM
1308
Voleon Capital Management
California
$201K +$209K +836 New
BFO
1309
Biltmore Family Office
North Carolina
$201K +$208K +834 New
PFA
1310
Pure Financial Advisors
California
$200K +$208K +832 New
VNA
1311
Valley National Advisers
Pennsylvania
$199K – – –
MSWM
1312
Mowery & Schoenfeld Wealth Management
Illinois
$194K +$29.7K +119 +17%
LCM
1313
Logan Capital Management
Pennsylvania
$193K -$37.4K -150 -16%
AGWCA
1314
Annis Gardner Whiting Capital Advisors
Florida
$192K +$499 +2 +0.3%
CB
1315
CNB Bank
Pennsylvania
$191K – – –
AA
1316
Addison Advisors
Vermont
$187K -$6.24K -25 -3%
GM
1317
GeoWealth Management
Illinois
$187K -$23K -92 -11%
VWM
1318
Vermillion Wealth Management
Minnesota
$183K +$190K +761 New
TF
1319
Tompkins Financial
New York
$183K – – –
CNBTD
1320
Citizens National Bank Trust Department
Mississippi
$181K – – –
BBHC
1321
Brown Brothers Harriman & Co
New York
$179K +$45.7K +183 +33%
FMB
1322
Field & Main Bank
Kentucky
$179K – – –
LWCFA
1323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K – – –
EWA
1324
EverSource Wealth Advisors
Alabama
$173K +$11.7K +47 +7%
FC
1325
Fairscale Capital
New Hampshire
$164K – – –
51 52
53
54 55