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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1501
BOK Financial Private Wealth
Colorado
$37.2K – – –
MEG
1502
Millstone Evans Group
Colorado
$36.7K +$7.91K +30 +28%
RA
1503
Rise Advisors
New York
$36.3K +$264 +1 +0.7%
GKIM
1504
GW&K Investment Management
Massachusetts
$35K +$1.58K +6 +5%
HAP
1505
Harbor Asset Planning
Massachusetts
$34.8K +$34.3K +130 New
NC
1506
NewSquare Capital
Pennsylvania
$34.5K +$12.9K +49 +61%
HFS
1507
Hughes Financial Services
Virginia
$32.9K -$527 -2 -2%
BCMLT
1508
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.8K +$264 +1 +0.8%
NSG
1509
Nalls Sherbakoff Group
Tennessee
$32.1K – – –
GSWM
1510
Golden State Wealth Management
California
$31.8K +$23.2K +88 +284%
NWM
1511
Nova Wealth Management
Florida
$31.7K +$31.4K +119 New
CMA
1512
Cedar Mountain Advisors
Oregon
$31K – – –
RAM
1513
Riggs Asset Management
Pennsylvania
$30.8K – – –
CTA
1514
Colonial Trust Advisors
South Carolina
$30.2K -$25.6K -97 -46%
YP
1515
YANKCOM Partnership
South Dakota
$30.2K – – –
TPWA
1516
Twin Peaks Wealth Advisors
California
$29.7K +$29.8K +113 New
CIR
1517
Clear Investment Research
Georgia
$29.7K – – –
NECFA
1518
New England Capital Financial Advisors
Connecticut
$29.4K – – –
LIA
1519
Luken Investment Analytics
Tennessee
$28.4K – – –
QWM
1520
Quaker Wealth Management
New Jersey
$27.8K +$27.4K +104 New
WA
1521
Whipplewood Advisors
Colorado
$27K +$9.75K +37 +58%
B
1522
Birchbrook
Maine
$26.8K – – –
ETS
1523
ESL Trust Services
New York
$26.8K – – –
GTAM
1524
Global Trust Asset Management
Florida
$26.8K – – –
GWS
1525
Greykasell Wealth Strategies
California
$26.8K – – –
59 60
61
62 63