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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1551
Paragon Capital Management (Colorado)
Colorado
$204K +$187K +618 New
EL
1552
EWA LLC
Pennsylvania
$204K +$187K +617 New
CAU
1553
Caxton Associates (UK)
$204K +$187K +617 New
TWM
1554
TriaGen Wealth Management
California
$203K +$187K +616 New
MCM
1555
MV Capital Management
Maryland
$202K +$6.67K +22 +4%
LPAM
1556
Lodestar Private Asset Management
California
$202K +$186K +613 New
DLCIG
1557
D.L. Carlson Investment Group
New Hampshire
$202K +$185K +611 New
PFGIA
1558
Patriot Financial Group Insurance Agency
Massachusetts
$202K -$162K -536 -47%
BAM
1559
Berkshire Asset Management
Pennsylvania
$201K +$185K +609 New
LOWM
1560
Laurel Oak Wealth Management
New Jersey
$201K +$184K +608 New
TWD
1561
True Wealth Design
Ohio
$200K +$35.5K +117 +24%
ICP
1562
Impact Capital Partners
Colorado
$200K +$184K +607 New
SAS
1563
Spurstone Advisory Services
Connecticut
$199K – – –
IRC
1564
Investors Research Corp
Georgia
$198K – – –
OL
1565
OneFund LLC
Florida
$191K -$10K -33 -5%
TF
1566
Tompkins Financial
New York
$189K – – –
MFP
1567
Meramec Financial Planners
Missouri
$188K -$5.46K -18 -4%
CCWM
1568
Cassaday & Co Wealth Management
Virginia
$184K -$52.4K -173 -24%
ECM
1569
Estabrook Capital Management
New York
$183K -$2.12K -7 -1%
BGAI
1570
Bruce G. Allen Investments
Colorado
$180K -$10.3K -34 -6%
AWA
1571
Acumen Wealth Advisors
Tennessee
$177K +$162K +536 New
EP
1572
Evelyn Partners
$175K +$160K +529 New
BHWM
1573
Beaird Harris Wealth Management
Texas
$174K – – –
SR
1574
Swiss Re
Switzerland
$174K +$135K +447 +559%
SOS
1575
Silver Oak Securities
Tennessee
$174K +$160K +527 New
61 62
63
64 65