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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1451
Maimon Wealth Management
Israel
$213K +$207K +734 New
MIM
1452
MTM Investment Management
South Carolina
$212K – – –
HIA
1453
Harbor Investment Advisory
Maryland
$212K +$56.3K +200 +38%
DLA
1454
Douglas Lane & Associates
New York
$211K – – –
CCWM
1455
Cassaday & Co Wealth Management
Virginia
$211K -$11K -39 -5%
CGF
1456
Constant Guidance Financial
Massachusetts
$210K -$67.5K -240 -25%
WA
1457
WealthTrust Axiom
Pennsylvania
$210K – – –
MAM
1458
Mystic Asset Management
Rhode Island
$210K -$109K -387 -35%
AW
1459
Alteri Wealth
California
$210K -$281 -1 -0.1%
VNA
1460
Valley National Advisers
Pennsylvania
$209K -$30.4K -108 -13%
WA
1461
Win Advisors
Florida
$208K +$202K +717 New
CWP
1462
Cyndeo Wealth Partners
Florida
$207K +$201K +715 New
PBO
1463
Peoples Bank (Ohio)
Ohio
$207K +$200K +712 New
SCP
1464
Sandhill Capital Partners
New York
$206K +$200K +710 New
GIM
1465
Generali Investments Management
Slovenia
$206K – – –
EFG
1466
Everhart Financial Group
Ohio
$205K +$199K +708 New
CWP
1467
Curated Wealth Partners
California
$205K +$199K +706 New
CGH
1468
CMG Global Holdings
Texas
$204K +$195K +692 New
SPI
1469
Sutton Place Investors
New York
$204K +$198K +704 New
DWM
1470
Diversify Wealth Management
Utah
$204K +$211K +751 New
MW
1471
MBL Wealth
North Carolina
$203K +$197K +701 New
IIM
1472
Ipswich Investment Management
Massachusetts
$203K +$197K +701 New
B
1473
Bensler
Washington
$203K +$197K +700 New
SM
1474
Salzhauer Michael
$203K – – –
HA
1475
Herold Advisors
New York
$203K +$197K +700 New
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60 61