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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1551
TFC Financial Management
Massachusetts
$3.13K – – –
CPG
1552
Cornerstone Planning Group
New Jersey
$3.01K -$250 -1 -8%
LIS
1553
Legacy Investment Solutions
Idaho
$2.94K +$3K +12 New
LWMI
1554
Legacy Wealth Management (Idaho)
Idaho
$2.94K +$3K +12 New
CWC
1555
Carolinas Wealth Consulting
North Carolina
$2.89K – – –
CWP
1556
Clark Wealth Partners
Illinois
$2.89K +$3K +12 New
PS
1557
PayPay Securities
Japan
$2.65K +$1.5K +6 +120%
WCM
1558
WealthTrak Capital Management
Virginia
$2.65K +$2.75K +11 New
TCM
1559
TD Capital Management
Tennessee
$2.52K +$749 +3 +43%
PP
1560
PFS Partners
New Jersey
$2.41K – – –
PA
1561
PSI Advisors
Florida
$2.41K – – –
STB
1562
S&T Bank
Pennsylvania
$2.41K +$2.5K +10 New
TIM
1563
Thompson Investment Management
Wisconsin
$1.93K – – –
NC
1564
NewSquare Capital
Pennsylvania
$1.93K +$2K +8 New
BIM
1565
Breakwater Investment Management
Washington
$1.69K – – –
CF
1566
Conquis Financial
California
$1.69K +$1.75K +7 New
PWM
1567
Parkworth Wealth Management
California
$1.69K +$1.75K +7 New
AP
1568
Aspect Partners
Virginia
$1.45K -$749 -3 -33%
APW
1569
Aventura Private Wealth
Florida
$1.45K +$1.5K +6 New
NMG
1570
New Millennium Group
Utah
$1.45K +$1.5K +6 New
PWA
1571
Principia Wealth Advisory
Texas
$1.45K +$1.5K +6 New
HWA
1572
HHM Wealth Advisors
Tennessee
$1.21K +$1.25K +5 New
HFS
1573
Horizon Financial Services
North Carolina
$1.2K – – –
CIA
1574
Cape Investment Advisory
Georgia
$1.2K +$1.25K +5 New
WW
1575
Winnow Wealth
Texas
$1.17K +$1.25K +5 New
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