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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
HT
1351
Headlands Technologies
Illinois
$258K +$260K +886 New
Facet Wealth Inc
1352
Facet Wealth Inc
Maryland
$258K +$260K +886 New
MCCP
1353
Mission Creek Capital Partners
California
$258K +$259K +883 New
WC
1354
Waterloo Capital
Texas
$257K -$9.67K -33 -4%
ML
1355
McAdam LLC
Pennsylvania
$257K -$293 -1 -0.1%
LPT
1356
Legacy Private Trust
Wisconsin
$257K – – –
Thompson Siegel & Walmsley
1357
Thompson Siegel & Walmsley
Virginia
$255K +$29.9K +102 +13%
BIAS
1358
Beacon Investment Advisory Services
New Jersey
$255K -$48K -164 -16%
DE
1359
Diversified Enterprises
Delaware
$254K +$16.7K +57 +7%
PWPS
1360
Pinnacle Wealth Planning Services
Ohio
$254K +$2.64K +9 +1%
WP
1361
Westmount Partners
California
$254K +$293 +1 +0.1%
VBFP
1362
Valtinson Bruner Financial Planning
Minnesota
$254K – – –
IF
1363
Intrua Financial
Texas
$252K – – –
BM
1364
Berman McAleer
Maryland
$252K +$4.69K +16 +2%
LJAC
1365
L.J. Altfest & Co
New York
$251K -$4.69K -16 -2%
BW
1366
Blalock Williams
Alabama
$251K -$11.7K -40 -4%
HFS
1367
Howard Financial Services
Texas
$251K +$33.4K +114 +15%
SPC
1368
Spirepoint Private Client
Florida
$251K -$4.98K -17 -2%
NCM
1369
Next Capital Management
New York
$251K -$42.5K -145 -14%
IF
1370
Ironwood Financial
Arizona
$251K – – –
HAS
1371
Holland Advisory Services
Florida
$251K +$252K +860 New
RT
1372
Rockland Trust
Massachusetts
$251K – – –
Fiera Capital (Canada)
1373
Fiera Capital (Canada)
Quebec, Canada
$250K – – –
HVP
1374
Hudson Value Partners
Florida
$250K – – –
NA
1375
Nestegg Advisors
New York
$249K -$102K -349 -29%