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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MR
1526
Munich Reinsurance
$159K -$3.76M -12,830 -96%
CFS
1527
CGC Financial Services
Oregon
$156K – – –
AA
1528
Addison Advisors
Vermont
$156K +$16.4K +56 +12%
BHWM
1529
Beaird Harris Wealth Management
Texas
$154K -$3.22K -11 -2%
MFP
1530
Meramec Financial Planners
Missouri
$150K -$879 -3 -0.6%
SA
1531
SRH Advisors
Kansas
$150K – – –
ITIM
1532
Indiana Trust & Investment Management
Indiana
$148K – – –
EPIM
1533
Evelyn Partners Investment Management
$146K – – –
HIMS
1534
Hager Investment Management Services
New Hampshire
$146K – – –
TLA
1535
Tanglewood Legacy Advisors
Texas
$146K – – –
SWIM
1536
Smallwood Wealth Investment Management
New Jersey
$146K -$7.03K -24 -5%
PWMG
1537
Prestige Wealth Management Group
New Jersey
$145K -$21.7K -74 -13%
TWD
1538
True Wealth Design
Ohio
$143K +$27.5K +94 +24%
LSA
1539
Leonteq Securities AG
Switzerland
$143K +$77.3K +264 +117%
C
1540
Covestor
United Kingdom
$141K -$252K -861 -64%
FP
1541
Financial Perspectives
Minnesota
$140K +$29.3K +100 +26%
CCA
1542
Catalyst Capital Advisors
New York
$139K +$139K +475 New
SAM
1543
S.A. Mason
Michigan
$138K – – –
AA
1544
AlphaCentric Advisors
Puerto Rico
$137K +$7.62K +26 +6%
FFL
1545
Financial Freedom LLC
Ohio
$136K – – –
GSWM
1546
Golden State Wealth Management
California
$132K +$15.2K +52 +13%
FFA
1547
Frazier Financial Advisors
Ohio
$125K -$1.17K -4 -0.9%
BH
1548
Burk Holdings
Oklahoma
$121K +$121K +414 New
BW
1549
Bravera Wealth
North Dakota
$120K – – –
FC
1550
Financial Consulate
Maryland
$117K +$8.2K +28 +8%
60 61
62
63 64