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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1501
Versant Capital Management
Arizona
$174K +$16.6K +59 +11%
SAS
1502
Spurstone Advisory Services
Connecticut
$173K
PWMG
1503
Prestige Wealth Management Group
New Jersey
$166K +$4.5K +16 +3%
ECM
1504
Estabrook Capital Management
New York
$162K -$1.69K -6 -1%
SIM
1505
Sentry Investment Management
Wisconsin
$162K
BHWM
1506
Beaird Harris Wealth Management
Texas
$156K
CFS
1507
CGC Financial Services
Oregon
$155K
SWIM
1508
Smallwood Wealth Investment Management
New Jersey
$152K
MFP
1509
Meramec Financial Planners
Missouri
$152K +$142K +503 New
SA
1510
SRH Advisors
Kansas
$149K
ITIM
1511
Indiana Trust & Investment Management
Indiana
$147K
EPIM
1512
Evelyn Partners Investment Management
$145K
HIMS
1513
Hager Investment Management Services
New Hampshire
$145K
TLA
1514
Tanglewood Legacy Advisors
Texas
$145K
TTWM
1515
TCV Trust & Wealth Management
Virginia
$143K +$138K +492 New
AA
1516
Addison Advisors
Vermont
$139K -$2.53K -9 -2%
SAM
1517
S.A. Mason
Michigan
$137K
FFL
1518
Financial Freedom LLC
Ohio
$135K
AA
1519
AlphaCentric Advisors
Puerto Rico
$128K +$124K +442 New
CFO
1520
CVA Family Office
Colorado
$128K -$15.2K -54 -11%
TH
1521
TCTC Holdings
Texas
$127K
FFA
1522
Frazier Financial Advisors
Ohio
$125K +$122K +432 New
BW
1523
Bravera Wealth
North Dakota
$119K +$115K +410 New
DMBA
1524
Deseret Mutual Benefit Administrators
Utah
$116K -$6.47K -23 -5%
TCA
1525
Trifecta Capital Advisors
Illinois
$116K -$6.19K -22 -5%