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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1526
Hanlon Investment Management
New Jersey
$220K +$202K +666 New
VFG
1527
Victory Financial Group
Texas
$220K +$202K +666 New
IFA
1528
Independence Financial Advisors
New Hampshire
$220K +$202K +665 New
RWM
1529
RKL Wealth Management
Pennsylvania
$219K +$201K +664 New
EW
1530
Element Wealth
Mississippi
$219K -$9.09K -30 -4%
WW
1531
Waterfront Wealth
Kansas
$219K +$195K +645 New
MF
1532
Meridian Financial
Massachusetts
$219K +$201K +662 New
TPWM
1533
Twelve Points Wealth Management
Massachusetts
$219K +$201K +662 New
NHT
1534
New Hampshire Trust
New Hampshire
$218K +$200K +661 New
HR
1535
Howe & Rusling
New York
$218K +$200K +660 New
EW
1536
Elyxium Wealth
California
$218K +$200K +659 New
GA
1537
Greenspring Advisors
Maryland
$218K +$200K +659 New
DMBA
1538
Deseret Mutual Benefit Administrators
Utah
$217K -$17.9K -59 -8%
CIG
1539
Cullen Investment Group
Louisiana
$217K +$199K +657 New
CFG
1540
Cooper Financial Group
California
$216K +$198K +654 New
FFIC
1541
First Fiduciary Investment Counsel
Ohio
$216K +$199K +655 New
JGIA
1542
Jackson Grant Investment Advisers
Connecticut
$216K +$303 +1 +0.2%
MAM
1543
Mystic Asset Management
Rhode Island
$216K -$21.5K -71 -10%
VAF
1544
Values Added Financial
District of Columbia
$215K +$197K +651 New
OPCM
1545
Osborne Partners Capital Management
California
$215K -$3.79M -12,500 -95%
CYG
1546
Clean Yield Group
Vermont
$215K – – –
TSS
1547
Thomas Story & Son
Indiana
$215K +$197K +650 New
ARG
1548
Advisory Resource Group
Oklahoma
$214K +$197K +649 New
MWM
1549
Mattern Wealth Management
Kansas
$214K +$197K +649 New
FWTB
1550
First Western Trust Bank
Colorado
$214K +$196K +647 New
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