We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1501
Comprehensive Financial Planning
Pennsylvania
$15.2K +$15.7K +63 New
OAJ
1502
Ogorek Anthony Joseph
New York
$14K +$250 +1 +2%
HCM
1503
Hollencrest Capital Management
California
$13.7K – – –
CWM
1504
CarsonAllaria Wealth Management
Illinois
$13.5K – – –
CWM
1505
Centricity Wealth Management
Ohio
$13.5K +$14K +56 New
RWM
1506
Raffa Wealth Management
District of Columbia
$13.2K – – –
DF
1507
Dunhill Financial
United Kingdom
$12.7K +$5.99K +24 +83%
BWL
1508
Bogart Wealth LLC
Virginia
$12.3K – – –
IAG
1509
Innovative Advisory Group
Massachusetts
$12.1K +$12.5K +50 New
DFA
1510
DHJJ Financial Advisors
Illinois
$12K – – –
MHR
1511
Matthew Hamilton Rosenberg
$12K – – –
RMP
1512
Richards, Merrill & Peterson
Washington
$12K +$12.5K +50 New
RCM
1513
Raleigh Capital Management
North Carolina
$11.3K -$250 -1 -2%
CWM
1514
Cranbrook Wealth Management
Michigan
$11.1K – – –
AFG
1515
Albion Financial Group
Utah
$11.1K +$1.5K +6 +15%
MAS
1516
MPWM Advisory Solutions
Georgia
$11.1K +$11.5K +46 New
HWP
1517
Highline Wealth Partners
California
$10.8K +$2.25K +9 +25%
CFFP
1518
Center for Financial Planning
Michigan
$10.8K – – –
MTIC
1519
Missouri Trust & Investment Company
Missouri
$10.8K -$1.25K -5 -10%
LFA
1520
Legend Financial Advisors
Pennsylvania
$10.8K +$999 +4 +10%
AAG
1521
Armstrong Advisory Group
Massachusetts
$10.6K – – –
DPW
1522
DiNuzzo Private Wealth
Pennsylvania
$9.39K – – –
RS
1523
Rakuten Securities
Japan
$9.39K +$8.24K +33 +550%
HFS
1524
Hopwood Financial Services
Virginia
$8.43K +$8.74K +35 New
YAL
1525
Your Advocates Ltd
Texas
$8.43K – – –
59 60
61
62 63