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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1426
Mowery & Schoenfeld Wealth Management
Illinois
$230K -$13.5K -46 -6%
AAMC
1427
Asset Allocation & Management Company
Illinois
$230K – – –
NERM
1428
New England Research & Management
Illinois
$230K – – –
FWA
1429
FSM Wealth Advisors
Ohio
$229K +$7.91K +27 +4%
BB
1430
Bell Bank
North Dakota
$228K +$586 +2 +0.3%
First Citizens Bank & Trust
1431
First Citizens Bank & Trust
North Carolina
$228K +$229K +782 New
AA
1432
Auxano Advisors
Washington
$227K +$586 +2 +0.3%
PCM
1433
Payne Capital Management
New York
$227K – – –
EA
1434
Emerald Advisors
Washington
$226K – – –
TWM
1435
TRB Wealth Management
Texas
$226K +$227K +774 New
EB
1436
Exchange Bank
California
$225K – – –
AFG
1437
Allegheny Financial Group
Pennsylvania
$225K +$8.79K +30 +4%
BF
1438
bLong Financial
Tennessee
$225K -$14.6K -50 -6%
FFA
1439
Founders Financial Alliance
North Carolina
$223K -$17.6K -60 -7%
NG
1440
Norden Group
Utah
$223K – – –
JWM
1441
JGP Wealth Management
Oregon
$223K – – –
IWA
1442
IVC Wealth Advisors
Pennsylvania
$223K +$3.52K +12 +2%
SWMP
1443
Signature Wealth Management Partners
New Jersey
$223K – – –
HCMT
1444
Highland Capital Management (Tennessee)
Tennessee
$222K -$43.9K -150 -16%
CFO
1445
CVA Family Office
Colorado
$222K +$94K +321 +73%
AWC
1446
Adamsbrown Wealth Consultants
Kansas
$221K +$222K +758 New
TWM
1447
Thrive Wealth Management
Pennsylvania
$221K -$1.47K -5 -0.7%
CMP
1448
Courage Miller Partners
Virginia
$220K – – –
FCG
1449
Fielder Capital Group
Tennessee
$220K +$221K +755 New
CCG
1450
Catalina Capital Group
California
$220K +$1.47K +5 +0.7%