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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
1451
Abich Financial Wealth Management
Virginia
$121K +$116K +432 New
GSWM
1452
Golden State Wealth Management
California
$119K +$82.5K +308 +259%
DMBA
1453
Deseret Mutual Benefit Administrators
Utah
$118K -$27.9K -104 -20%
TCA
1454
Trifecta Capital Advisors
Illinois
$118K – – –
SWP
1455
Strategic Wealth Partners
Ohio
$116K -$101K -379 -48%
TWD
1456
True Wealth Design
Ohio
$116K +$48.7K +182 +78%
WTA
1457
Washington Trust Advisors
Massachusetts
$113K +$16.9K +63 +19%
M
1458
MOTCO
Texas
$108K – – –
FP
1459
Financial Perspectives
Minnesota
$106K +$24.1K +90 +31%
CA
1460
Crewe Advisors
Utah
$102K +$15.3K +57 +18%
FC
1461
Financial Consulate
Maryland
$102K +$98.3K +367 New
FUBT
1462
First United Bank & Trust
Maryland
$100K – – –
FLP
1463
Financial Life Planners
Arizona
$99.7K +$95.6K +357 New
AAS
1464
Ameritas Advisory Services
Nebraska
$98.1K -$198K -740 -68%
FFC
1465
First Financial Corp
Indiana
$98K – – –
JWM
1466
JPL Wealth Management
Colorado
$96.9K +$92.9K +347 New
LSA
1467
Leonteq Securities AG
Switzerland
$96.3K +$4.29K +16 +5%
VWA
1468
Valued Wealth Advisors
Utah
$95.2K +$1.34K +5 +1%
CFG
1469
CKW Financial Group
Hawaii
$95K – – –
VWA
1470
VSM Wealth Advisory
Maryland
$93.6K – – –
BLC
1471
Brown, Lisle/Cummings
Rhode Island
$89.5K – – –
PP
1472
Pacifica Partners
Canada
$89.3K – – –
IAS
1473
IMA Advisory Services
Colorado
$86.3K – – –
PFSC
1474
Peoples Financial Services Corp
Pennsylvania
$86.3K – – –
CAL
1475
Capital Advisors Ltd
Ohio
$86K -$536 -2 -0.6%
57 58
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60 61