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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1301
Root Financial Partners
California
$282K +$40K +142 +17%
BBI
1302
Baxter Bros Inc
Connecticut
$282K – – –
TT
1303
TI-Trust
Illinois
$281K – – –
CFO
1304
Cambient Family Office
Michigan
$281K +$273K +970 New
LEA
1305
Legacy Edge Advisors
New York
$281K +$273K +969 New
CWA
1306
Canvas Wealth Advisors
Kansas
$280K -$11K -39 -4%
WWC
1307
Waypoint Wealth Counsel
Georgia
$279K -$121K -430 -31%
GIA
1308
Gladstone Institutional Advisory
Florida
$279K -$14.6K -52 -5%
KFG
1309
Kelly Financial Group
Connecticut
$278K -$563 -2 -0.2%
VFA
1310
Voya Financial Advisors
Connecticut
$278K +$28.1K +100 +12%
GKWIM
1311
Gerber Kawasaki Wealth & Investment Management
California
$277K +$6.19K +22 +2%
UAS
1312
United Asset Strategies
New York
$277K +$7.04K +25 +3%
EI
1313
EDMP Inc
Florida
$274K -$34.6K -123 -12%
SMC
1314
Smith, Moore & Co
Missouri
$274K – – –
BFA
1315
Brendel Financial Advisors
New Hampshire
$274K – – –
SAG
1316
SageView Advisory Group
California
$274K -$1.97K -7 -0.7%
MAM
1317
McLean Asset Management
Virginia
$273K -$2.53K -9 -0.9%
NWWA
1318
New Wave Wealth Advisors
Arkansas
$271K +$12.7K +45 +5%
FFP
1319
FourThought Financial Partners
Florida
$271K +$29.8K +106 +13%
PDM
1320
Penn Davis McFarland
Texas
$271K – – –
SS
1321
SBI Securities
Japan
$271K +$51.2K +182 +24%
FWA
1322
FORM Wealth Advisors
Wisconsin
$270K +$262K +930 New
XWL
1323
XXI Wealth LLC
Illinois
$269K +$261K +929 New
BWM
1324
BNC Wealth Management
Oregon
$268K +$281 +1 +0.1%
NHT
1325
New Hampshire Trust
New Hampshire
$267K -$131K -464 -33%
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