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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1301
Exencial Wealth Advisors
Oklahoma
$246K +$236K +881 New
LPT
1302
Legacy Private Trust
Wisconsin
$246K -$26.2K -98 -10%
FA
1303
Fiduciary Alliance
South Carolina
$245K -$22.2K -83 -9%
LJAC
1304
L.J. Altfest & Co
New York
$245K -$39.4K -147 -14%
PWPS
1305
Pinnacle Wealth Planning Services
Ohio
$244K +$268 +1 +0.1%
GAA
1306
Global Assets Advisory
Florida
$244K -$803 -3 -0.3%
MCM
1307
Manchester Capital Management
Vermont
$244K -$180K -674 -44%
IRP
1308
Investment Research Partners
Pennsylvania
$244K +$243K +909 New
AF
1309
Apexium Financial
Texas
$243K – – –
CCA
1310
Cobblestone Capital Advisors
New York
$243K – – –
WT
1311
Washington Trust
Rhode Island
$243K -$268 -1 -0.1%
VBFP
1312
Valtinson Bruner Financial Planning
Minnesota
$243K +$268 +1 +0.1%
DAS
1313
Diversify Advisory Services
Utah
$242K +$242K +904 New
IF
1314
Intrua Financial
Texas
$241K – – –
FFA
1315
Florida Financial Advisors
Florida
$241K -$82.2K -307 -26%
BF
1316
bLong Financial
Tennessee
$240K – – –
Members Trust
1317
Members Trust
Florida
$240K +$1.61K +6 +0.7%
Fiera Capital (Canada)
1318
Fiera Capital (Canada)
Quebec, Canada
$239K +$1.34K +5 +0.6%
FAFN
1319
First Affirmative Financial Network
Colorado
$238K -$5.36K -20 -2%
OP
1320
Oslo Pensjonsforsikring
$238K +$57.8K +216 +34%
RWP
1321
Ridgecrest Wealth Partners
California
$237K – – –
BM
1322
Berman McAleer
Maryland
$237K +$227K +848 New
WAM
1323
Worth Asset Management
Texas
$236K -$35.6K -133 -14%
DLCIG
1324
D.L. Carlson Investment Group
New Hampshire
$236K – – –
RC
1325
Rovin Capital
Arizona
$236K – – –