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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
1501
Howard Capital Management Group
California
$228K – – –
WA
1502
WealthTrust Axiom
Pennsylvania
$228K -$10.3K -34 -5%
KA
1503
Klingman & Associates
New York
$228K +$209K +691 New
CCFM
1504
Clear Creek Financial Management
Washington
$228K +$209K +691 New
KWMG
1505
King Wealth Management Group
Florida
$228K +$209K +690 New
B
1506
Bensler
Washington
$227K – – –
OFW
1507
Omnia Family Wealth
Florida
$227K +$208K +687 New
FIB
1508
First Interstate Bank
Montana
$226K – – –
CWMK
1509
Caliber Wealth Management (Kansas)
Kansas
$225K +$207K +683 New
OFS
1510
OneAscent Financial Services
Alabama
$225K -$909 -3 -0.4%
BCP
1511
Blue Chip Partners
Michigan
$225K +$206K +681 New
PI
1512
Pettee Investors
Connecticut
$224K – – –
FC
1513
Fairscale Capital
New Hampshire
$224K – – –
IF
1514
Ironwood Financial
Arizona
$224K -$62.1K -205 -24%
SFS
1515
Sowell Financial Services
Arkansas
$223K +$205K +676 New
BIM
1516
Baldwin Investment Management
Pennsylvania
$223K +$205K +675 New
SPC
1517
Spirepoint Private Client
Florida
$223K -$56.7K -187 -22%
PWA
1518
Prairie Wealth Advisors
Nebraska
$222K – – –
Optiver Holding
1519
Optiver Holding
Netherlands
$222K +$204K +672 New
BF
1520
bLong Financial
Tennessee
$221K -$30.3K -100 -13%
SPI
1521
Sutton Place Investors
New York
$221K +$203K +670 New
HIA
1522
Harbor Investment Advisory
Maryland
$221K – – –
IIL
1523
Income Insurance Ltd
$221K +$202K +668 New
AWC
1524
Abundance Wealth Counselors
Pennsylvania
$220K +$202K +667 New
GLLW
1525
Graves Light Lenhart Wealth
Virginia
$220K +$202K +666 New