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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1501
Hilltop National Bank
Wyoming
$178K – – –
VCM
1502
Versant Capital Management
Arizona
$174K +$16.6K +59 +11%
SAS
1503
Spurstone Advisory Services
Connecticut
$173K – – –
PWMG
1504
Prestige Wealth Management Group
New Jersey
$166K +$4.5K +16 +3%
ECM
1505
Estabrook Capital Management
New York
$162K -$1.69K -6 -1%
SIM
1506
Sentry Investment Management
Wisconsin
$162K – – –
BHWM
1507
Beaird Harris Wealth Management
Texas
$156K – – –
CFS
1508
CGC Financial Services
Oregon
$155K – – –
SWIM
1509
Smallwood Wealth Investment Management
New Jersey
$152K – – –
MFP
1510
Meramec Financial Planners
Missouri
$152K +$142K +503 New
SA
1511
SRH Advisors
Kansas
$149K – – –
ITIM
1512
Indiana Trust & Investment Management
Indiana
$147K – – –
EPIM
1513
Evelyn Partners Investment Management
$145K – – –
HIMS
1514
Hager Investment Management Services
New Hampshire
$145K – – –
TLA
1515
Tanglewood Legacy Advisors
Texas
$145K – – –
TTWM
1516
TCV Trust & Wealth Management
Virginia
$143K +$138K +492 New
AA
1517
Addison Advisors
Vermont
$139K -$2.53K -9 -2%
SAM
1518
S.A. Mason
Michigan
$137K – – –
FFL
1519
Financial Freedom LLC
Ohio
$135K – – –
AA
1520
AlphaCentric Advisors
Puerto Rico
$128K +$124K +442 New
CFO
1521
CVA Family Office
Colorado
$128K -$15.2K -54 -11%
TH
1522
TCTC Holdings
Texas
$127K – – –
FFA
1523
Frazier Financial Advisors
Ohio
$125K +$122K +432 New
BW
1524
Bravera Wealth
North Dakota
$119K +$115K +410 New
DMBA
1525
Deseret Mutual Benefit Administrators
Utah
$116K -$6.47K -23 -5%
59 60
61
62 63