We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1551
Comprehensive Financial Planning
Pennsylvania
$16.8K – – –
BWL
1552
Bogart Wealth LLC
Virginia
$16.4K +$2.74K +11 +22%
AWM
1553
Activest Wealth Management
Florida
$16.1K +$14.7K +59 +2,950%
KA
1554
Kozak & Associates
Colorado
$15.8K – – –
IHWM
1555
Iron Horse Wealth Management
Iowa
$15.3K +$14.4K +58 New
CWM
1556
CarsonAllaria Wealth Management
Illinois
$14.9K – – –
CWM
1557
Centricity Wealth Management
Ohio
$14.8K – – –
RWM
1558
Raffa Wealth Management
District of Columbia
$14.5K – – –
MAM
1559
Morse Asset Management
Connecticut
$14K +$13.2K +53 New
CAM
1560
Costello Asset Management
Pennsylvania
$14K +$13.2K +53 New
HWP
1561
Highline Wealth Partners
California
$13.5K +$1.5K +6 +13%
MHR
1562
Matthew Hamilton Rosenberg
$13.2K – – –
RMP
1563
Richards, Merrill & Peterson
Washington
$13.2K – – –
MCI
1564
MRP Capital Investments
Georgia
$13.2K +$12.5K +50 New
AFG
1565
Albion Financial Group
Utah
$12.2K – – –
CWM
1566
Cranbrook Wealth Management
Michigan
$12.2K – – –
MAS
1567
MPWM Advisory Solutions
Georgia
$12.2K – – –
NEWAS
1568
N.E.W. Advisory Services
Wisconsin
$12.2K +$11.5K +46 New
CFFP
1569
Center for Financial Planning
Michigan
$11.9K – – –
MTIC
1570
Missouri Trust & Investment Company
Missouri
$11.9K – – –
FPF
1571
First Pacific Financial
Washington
$11.9K +$11.2K +45 New
PWM
1572
Proathlete Wealth Management
Florida
$11.4K +$10.7K +43 New
AAG
1573
Armstrong Advisory Group
Massachusetts
$10.6K – – –
DPW
1574
DiNuzzo Private Wealth
Pennsylvania
$10.6K +$249 +1 +3%
RF
1575
Rossby Financial
Florida
$10.4K +$9.96K +40 New
61 62
63
64 65