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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
TP
1451
Tranquility Partners
Tennessee
$213K – – –
MWM
1452
Maimon Wealth Management
Israel
$213K +$207K +734 New
MIM
1453
MTM Investment Management
South Carolina
$212K – – –
HIA
1454
Harbor Investment Advisory
Maryland
$212K +$56.3K +200 +38%
DLA
1455
Douglas Lane & Associates
New York
$211K – – –
CCWM
1456
Cassaday & Co Wealth Management
Virginia
$211K -$11K -39 -5%
CGF
1457
Constant Guidance Financial
Massachusetts
$210K -$67.5K -240 -25%
WA
1458
WealthTrust Axiom
Pennsylvania
$210K – – –
MAM
1459
Mystic Asset Management
Rhode Island
$210K -$109K -387 -35%
AW
1460
Alteri Wealth
California
$210K -$281 -1 -0.1%
VNA
1461
Valley National Advisers
Pennsylvania
$209K -$30.4K -108 -13%
WA
1462
Win Advisors
Florida
$208K +$202K +717 New
CWP
1463
Cyndeo Wealth Partners
Florida
$207K +$201K +715 New
PBO
1464
Peoples Bank (Ohio)
Ohio
$207K +$200K +712 New
SCP
1465
Sandhill Capital Partners
New York
$206K +$200K +710 New
GIM
1466
Generali Investments Management
Slovenia
$206K – – –
EFG
1467
Everhart Financial Group
Ohio
$205K +$199K +708 New
CWP
1468
Curated Wealth Partners
California
$205K +$199K +706 New
CGH
1469
CMG Global Holdings
Texas
$204K +$195K +692 New
SPI
1470
Sutton Place Investors
New York
$204K +$198K +704 New
DWM
1471
Diversify Wealth Management
Utah
$204K +$211K +751 New
MW
1472
MBL Wealth
North Carolina
$203K +$197K +701 New
IIM
1473
Ipswich Investment Management
Massachusetts
$203K +$197K +701 New
B
1474
Bensler
Washington
$203K +$197K +700 New
SM
1475
Salzhauer Michael
$203K – – –