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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1401
Indiana Trust & Investment Management
Indiana
$134K – – –
EPIM
1402
Evelyn Partners Investment Management
$132K – – –
HIMS
1403
Hager Investment Management Services
New Hampshire
$132K – – –
TLA
1404
Tanglewood Legacy Advisors
Texas
$132K – – –
CFO
1405
CVA Family Office
Colorado
$127K +$9.72K +39 +9%
CHC
1406
City Holding Co
West Virginia
$125K -$42.4K -170 -27%
SAM
1407
S.A. Mason
Michigan
$124K +$1.25K +5 +1%
HWM
1408
Hemington Wealth Management
Virginia
$123K +$13.2K +53 +13%
FFL
1409
Financial Freedom LLC
Ohio
$123K – – –
NC
1410
North Capital
Utah
$118K +$111K +446 New
TH
1411
TCTC Holdings
Texas
$116K – – –
VCM
1412
Versant Capital Management
Arizona
$113K +$43.6K +175 +69%
TCA
1413
Trifecta Capital Advisors
Illinois
$112K +$12.5K +50 +13%
OPTFSNA
1414
Old Point Trust & Financial Services N A
Virginia
$111K – – –
M
1415
MOTCO
Texas
$102K +$42.6K +171 +79%
GM
1416
GeoWealth Management
Illinois
$97.6K -$101K -407 -52%
FUBT
1417
First United Bank & Trust
Maryland
$94.9K -$1.25K -5 -1%
SS
1418
SBI Securities
Japan
$94.7K +$3.24K +13 +4%
FFC
1419
First Financial Corp
Indiana
$92.8K – – –
WTA
1420
Washington Trust Advisors
Massachusetts
$91.1K +$249 +1 +0.3%
VWA
1421
Valued Wealth Advisors
Utah
$91.1K +$1.99K +8 +2%
CFG
1422
CKW Financial Group
Hawaii
$91K +$85.7K +344 New
OWP
1423
ORG Wealth Partners
Texas
$89.9K – – –
VWA
1424
VSM Wealth Advisory
Maryland
$88.4K – – –
PP
1425
Pacifica Partners
Canada
$84.7K – – –
55 56
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