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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1301
Rovin Capital
Arizona
$226K – – –
PFWA
1302
Paces Ferry Wealth Advisors
Georgia
$224K -$6.06K -23 -3%
SDH
1303
Sloy Dahl & Holst
Washington
$224K – – –
FBC
1304
Fairfield, Bush & Co
Connecticut
$224K -$10.5K -40 -5%
CVA
1305
Central Valley Advisors
California
$223K +$527 +2 +0.2%
BFO
1306
Biltmore Family Office
North Carolina
$223K -$448K -1,700 -67%
FFBTD
1307
First Financial Bank - Trust Division
Ohio
$223K -$12.1K -46 -5%
MAMG
1308
Milestone Asset Management Group
Connecticut
$222K +$791 +3 +0.4%
FFP
1309
FourThought Financial Partners
Florida
$222K – – –
VNA
1310
Valley National Advisers
Pennsylvania
$222K -$791 -3 -0.4%
LA
1311
Latitude Advisors
Florida
$222K +$219K +829 New
PA
1312
PharVision Advisers
Florida
$222K +$219K +829 New
SFO
1313
Stokes Family Office
Louisiana
$221K -$1.32K -5 -0.6%
SA
1314
SRN Advisors
Pennsylvania
$220K -$26.4K -100 -11%
FBT
1315
First Bankers Trust
Kentucky
$219K – – –
LW
1316
Linscomb Wealth
Texas
$219K -$9.75K -37 -4%
PK
1317
Pflug Koory
Nebraska
$219K -$3.43K -13 -2%
HWM
1318
Horizons Wealth Management
North Carolina
$217K – – –
WAM
1319
Walker Asset Management
Missouri
$217K – – –
WAG
1320
Winthrop Advisory Group
Massachusetts
$216K – – –
PCM
1321
Penserra Capital Management
California
$216K -$673K -2,554 -76%
NWWA
1322
New Wave Wealth Advisors
Arkansas
$215K +$1.84K +7 +0.9%
FA
1323
Fountainhead AM
New Jersey
$215K -$2.37K -9 -1%
CFA
1324
Cahill Financial Advisors
Minnesota
$215K +$527 +2 +0.3%
FAG
1325
Fortitude Advisory Group
Washington
$214K -$527 -2 -0.2%
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