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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1551
Sunpointe
Missouri
$213K +$196K +646 New
BMA
1552
Brooks Moore & Associates
Tennessee
$213K +$195K +644 New
SPAS
1553
Spectrum Planning & Advisory Services
California
$210K -$132K -435 -41%
CH
1554
Cromwell Holdings
Wyoming
$208K – – –
MWP
1555
Meridian Wealth Partners
Pennsylvania
$208K +$191K +630 New
WFG
1556
Wills Financial Group
Virginia
$208K +$191K +630 New
ATC
1557
Adirondack Trust Company
New York
$208K – – –
LCAM
1558
London & Capital Asset Management
United Kingdom
$208K -$66.4K -219 -26%
CWA
1559
CogentBlue Wealth Advisors
Tennessee
$208K +$191K +629 New
OCBCO
1560
Oversea-Chinese Banking Corp (OCBC)
Singapore
$208K +$191K +629 New
DWA
1561
Dougherty Wealth Advisers
Minnesota
$207K – – –
MO
1562
McMillan Office
Michigan
$205K -$1.51K -5 -0.8%
PCMC
1563
Paragon Capital Management (Colorado)
Colorado
$204K +$187K +618 New
EL
1564
EWA LLC
Pennsylvania
$204K +$187K +617 New
CAU
1565
Caxton Associates (UK)
$204K +$187K +617 New
TWM
1566
TriaGen Wealth Management
California
$203K +$187K +616 New
MCM
1567
MV Capital Management
Maryland
$202K +$6.67K +22 +4%
LPAM
1568
Lodestar Private Asset Management
California
$202K +$186K +613 New
DLCIG
1569
D.L. Carlson Investment Group
New Hampshire
$202K +$185K +611 New
PFGIA
1570
Patriot Financial Group Insurance Agency
Massachusetts
$202K -$162K -536 -47%
BAM
1571
Berkshire Asset Management
Pennsylvania
$201K +$185K +609 New
LOWM
1572
Laurel Oak Wealth Management
New Jersey
$201K +$184K +608 New
TWD
1573
True Wealth Design
Ohio
$200K +$35.5K +117 +24%
ICP
1574
Impact Capital Partners
Colorado
$200K +$184K +607 New
SAS
1575
Spurstone Advisory Services
Connecticut
$199K – – –
61 62
63
64 65