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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
1501
New Republic Capital
North Carolina
$204K -$97K -331 -32%
CTA
1502
Chesley Taft & Associates
Illinois
$203K +$879 +3 +0.4%
RWP
1503
Revolve Wealth Partners
New Jersey
$203K -$31.1K -106 -13%
TTWM
1504
TCV Trust & Wealth Management
Virginia
$203K +$59.8K +204 +41%
EW
1505
Element Wealth
Mississippi
$202K +$203K +692 New
CGH
1506
CMG Global Holdings
Texas
$202K – – –
HCMG
1507
Howard Capital Management Group
California
$202K – – –
CWWM
1508
Clear Wave Wealth Management
New Jersey
$202K +$203K +692 New
SFGP
1509
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$202K +$202K +691 New
B
1510
Bensler
Washington
$201K -$3.52K -12 -2%
FIB
1511
First Interstate Bank
Montana
$200K -$1.47K -5 -0.7%
OFS
1512
OneAscent Financial Services
Alabama
$200K +$201K +686 New
FC
1513
Fairscale Capital
New Hampshire
$198K – – –
HIA
1514
Harbor Investment Advisory
Maryland
$195K -$18.2K -62 -8%
JGIA
1515
Jackson Grant Investment Advisers
Connecticut
$190K +$293 +1 +0.2%
CYG
1516
Clean Yield Group
Vermont
$190K -$6.15K -21 -3%
CH
1517
Cromwell Holdings
Wyoming
$184K – – –
ATC
1518
Adirondack Trust Company
New York
$184K – – –
DWA
1519
Dougherty Wealth Advisers
Minnesota
$183K – – –
MO
1520
McMillan Office
Michigan
$182K – – –
HNB
1521
Hilltop National Bank
Wyoming
$179K – – –
OL
1522
OneFund LLC
Florida
$178K -$12.9K -44 -7%
IRC
1523
Investors Research Corp
Georgia
$175K -$25.2K -86 -13%
SAS
1524
Spurstone Advisory Services
Connecticut
$174K – – –
MCM
1525
MV Capital Management
Maryland
$172K -$20.2K -69 -10%
59 60
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