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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1326
Capital Investment Advisory Services
North Carolina
$308K +$283K +933 New
QFP
1327
Quantum Financial Partners
Kansas
$308K +$282K +932 New
FWA
1328
FORM Wealth Advisors
Wisconsin
$307K – – –
ECM
1329
Elgethun Capital Management
South Dakota
$306K +$5.46K +18 +2%
BWM
1330
BNC Wealth Management
Oregon
$306K +$303 +1 +0.1%
WC
1331
Waterloo Capital
Texas
$304K +$12.7K +42 +5%
MFS
1332
Madrona Financial Services
Washington
$304K +$1.21K +4 +0.4%
FFA
1333
Fi3 Financial Advisors
Indiana
$304K -$160K -528 -46%
FA
1334
Fiduciary Alliance
South Carolina
$303K +$27.9K +92 +11%
GP
1335
Guardian Partners
Canada
$302K -$828K -2,732 -75%
EFG
1336
Everhart Financial Group
Ohio
$301K -$23.3K -77 -8%
JSSH
1337
J. Safra Sarasin Holding
$301K – – –
OWP
1338
Obermeyer Wealth Partners
Colorado
$300K -$37.3K -123 -12%
BWCS
1339
Beirne Wealth Consulting Services
Connecticut
$300K +$275K +909 New
BW
1340
Blalock Williams
Alabama
$300K +$14.2K +47 +5%
TSW
1341
Thompson Siegel & Walmsley
Virginia
$300K +$11.2K +37 +4%
UAS
1342
United Asset Strategies
New York
$300K +$303 +1 +0.1%
GIA
1343
Gladstone Institutional Advisory
Florida
$299K +$4.24K +14 +2%
MK
1344
MASTERINVEST Kapitalanlage
$299K – – –
BFA
1345
Bragg Financial Advisors
North Carolina
$297K -$2.42K -8 -0.9%
BCM
1346
Becker Capital Management
Oregon
$296K -$43K -142 -14%
DE
1347
Defiance ETFs
New York
$295K +$43.6K +144 +19%
AA
1348
Advisory Alpha
Michigan
$295K -$13.6K -45 -5%
PWPS
1349
Pinnacle Wealth Planning Services
Ohio
$295K +$6.67K +22 +3%
BM
1350
Berman McAleer
Maryland
$295K +$9.09K +30 +3%
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