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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
1351
Tanglewood Legacy Advisors
Texas
$120K – – –
EPIM
1352
Evelyn Partners Investment Management
$120K +$125K +500 New
HIMS
1353
Hager Investment Management Services
New Hampshire
$120K +$125K +500 New
SAM
1354
S.A. Mason
Michigan
$112K – – –
FFL
1355
Financial Freedom LLC
Ohio
$112K -$19.5K -78 -14%
ACA
1356
Atlas Capital Advisors
Wyoming
$111K – – –
CFO
1357
CVA Family Office
Colorado
$106K +$7.24K +29 +7%
TH
1358
TCTC Holdings
Texas
$105K -$7.99K -32 -7%
OPTFSNA
1359
Old Point Trust & Financial Services N A
Virginia
$101K – – –
T
1360
TOBAM
France
$101K +$1.5K +6 +1%
HWM
1361
Hemington Wealth Management
Virginia
$99K +$15K +60 +17%
C
1362
Covestor
United Kingdom
$96K +$22K +88 +28%
HIA
1363
Harbor Investment Advisory
Maryland
$95.9K – – –
TCA
1364
Trifecta Capital Advisors
Illinois
$89.6K – – –
FUBT
1365
First United Bank & Trust
Maryland
$87.7K – – –
CCA
1366
Catalyst Capital Advisors
New York
$87.4K +$37.7K +151 +71%
FFC
1367
First Financial Corp
Indiana
$84.6K – – –
SS
1368
SBI Securities
Japan
$83.1K +$86.1K +345 New
WTA
1369
Washington Trust Advisors
Massachusetts
$82.8K +$250 +1 +0.3%
RL
1370
Rogco LP
Oklahoma
$82.6K – – –
NBT
1371
Northwest Bank & Trust
Iowa
$81.9K – – –
OWP
1372
ORG Wealth Partners
Texas
$81.9K +$12K +48 +16%
FLP
1373
Financial Life Planners
Arizona
$81.6K +$84.1K +337 New
VWA
1374
Valued Wealth Advisors
Utah
$81K +$1.25K +5 +2%
VWA
1375
VSM Wealth Advisory
Maryland
$80.4K +$83.4K +334 New
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