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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1351
Sapient Capital
Indiana
$207K +$195K +782 New
PCS
1352
Personal CFO Solutions
New Jersey
$207K -$15.7K -63 -7%
PVI
1353
Pine Valley Investments
New Jersey
$206K +$194K +780 New
BWMG
1354
Barnes Wealth Management Group
California
$206K +$194K +779 New
TWC
1355
TD Waterhouse Canada
Ontario, Canada
$206K -$1.15M -4,616 -86%
AIA
1356
AIMZ Investment Advisors
California
$206K +$194K +778 New
OC
1357
Oarsman Capital
Wisconsin
$205K -$24.9K -100 -11%
LPAM
1358
Lodestar Private Asset Management
California
$205K -$19.4K -78 -9%
AWE
1359
Avidian Wealth Enterprises
Texas
$205K +$193K +776 New
EA
1360
Emerald Advisors
Washington
$205K +$193K +775 New
EB
1361
Exchange Bank
California
$204K +$193K +773 New
MPW
1362
Monterey Private Wealth
California
$204K +$192K +772 New
AAS
1363
Ameritas Advisory Services
Nebraska
$204K +$200K +801 New
PGWM
1364
Parisi Gray Wealth Management
New Jersey
$203K +$191K +768 New
FAG
1365
Fortitude Advisory Group
Washington
$202K -$9.47K -38 -5%
VWM
1366
Vermillion Wealth Management
Minnesota
$202K +$747 +3 +0.4%
BBHC
1367
Brown Brothers Harriman & Co
New York
$201K +$4.24K +17 +2%
TF
1368
Tompkins Financial
New York
$201K – – –
TSMHT
1369
Thurston Springer Miller Herd & Titak
Indiana
$199K +$50.8K +204 +37%
FMB
1370
Field & Main Bank
Kentucky
$196K – – –
GBT
1371
Grove Bank & Trust
Florida
$195K +$22.9K +92 +14%
OP
1372
ORG Partners
Indiana
$194K -$26.7K -107 -13%
GWSG
1373
GPS Wealth Strategies Group
Colorado
$183K +$19.4K +78 +13%
LWCFA
1374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$181K – – –
FC
1375
Fairscale Capital
New Hampshire
$180K – – –
53 54
55
56 57