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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
1526
Foster Dykema Cabot & Partners
Massachusetts
$7.23K -$20K -80 -73%
JFG
1527
JDM Financial Group
Texas
$7.23K – – –
RWM
1528
Rialto Wealth Management
New York
$7.23K +$7.49K +30 New
MC
1529
Montag & Caldwell
Georgia
$6.99K +$7.24K +29 New
BAM
1530
Bellevue Asset Management
Washington
$6.99K +$7.24K +29 New
AAG
1531
Accordant Advisory Group
Maryland
$6.75K – – –
CIM
1532
Contravisory Investment Management
Massachusetts
$6.75K +$6.99K +28 New
KTC
1533
Kentucky Trust Company
Kentucky
$6.75K +$6.99K +28 New
AIC
1534
Archer Investment Corporation
Indiana
$6.5K – – –
FIA
1535
FPC Investment Advisory
California
$6.38K +$6.49K +26 New
AW
1536
Avion Wealth
Texas
$6K +$499 +2 +8%
SO
1537
Sierra Ocean
California
$5.8K +$5.99K +24 New
GSWM
1538
Golden State Wealth Management
California
$5.78K +$5.99K +24 New
WAS
1539
Winch Advisory Services
Wisconsin
$5.78K +$5.99K +24 New
ACM
1540
Anfield Capital Management
California
$4.58K – – –
AWM
1541
Accredited Wealth Management
Kentucky
$4.58K +$4.74K +19 New
GWSA
1542
Global Wealth Strategies & Associates
Colorado
$4.34K +$4.49K +18 New
HI
1543
Human Investing
Oregon
$4.1K +$4.24K +17 New
SN
1544
Sittner & Nelson
Oregon
$4.09K +$2.75K +11 +183%
HBW
1545
Hazlett, Burt & Watson
West Virginia
$4K – – –
MCM
1546
MidAtlantic Capital Management
Virginia
$3.61K – – –
TFM
1547
TFC Financial Management
Massachusetts
$3.13K – – –
CPG
1548
Cornerstone Planning Group
New Jersey
$3.01K -$250 -1 -8%
LIS
1549
Legacy Investment Solutions
Idaho
$2.94K +$3K +12 New
LWMI
1550
Legacy Wealth Management (Idaho)
Idaho
$2.94K +$3K +12 New
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