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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1576
Operose Advisors
Wisconsin
$20.4K +$19.5K +73 New
S
1577
Sachetta
Massachusetts
$19.8K -$1.07K -4 -5%
IA
1578
IFS Advisors
Kansas
$19.3K – – –
SA
1579
Scarborough Advisors
Maryland
$18.4K – – –
AWM
1580
Activest Wealth Management
Florida
$18.4K +$1.34K +5 +8%
W
1581
WealthCollab
Washington
$18.1K – – –
CFP
1582
Comprehensive Financial Planning
Pennsylvania
$17.9K – – –
TC
1583
Truvestments Capital
Florida
$17.3K +$16.6K +62 New
RWM
1584
Raffa Wealth Management
District of Columbia
$17K +$1.61K +6 +11%
HWP
1585
Highline Wealth Partners
California
$16.5K -$536 -2 -3%
MAM
1586
Meeder Asset Management
Ohio
$16.5K -$27.9K -104 -64%
CT
1587
Clearstead Trust
Maine
$16.5K +$1.61K +6 +11%
AFG
1588
Albion Financial Group
Utah
$16.5K +$3.48K +13 +28%
CIAS
1589
CBIZ Investment Advisory Services
Ohio
$15.9K +$4.02K +15 +36%
SFCL
1590
Strengthening Families & Communities LLC
Massachusetts
$15.2K +$14.5K +54 New
CCM
1591
Cloud Capital Management
Washington
$15K +$14.5K +54 New
MAM
1592
Morse Asset Management
Connecticut
$14.8K – – –
CAM
1593
Costello Asset Management
Pennsylvania
$14.8K – – –
RWM
1594
RMG Wealth Management
Wisconsin
$14K – – –
AW
1595
Avion Wealth
Texas
$14K +$268 +1 +2%
MHR
1596
Matthew Hamilton Rosenberg
$14K – – –
HHMI
1597
Howard Hughes Medical Institute
Maryland
$13.7K – – –
CWM
1598
Cranbrook Wealth Management
Michigan
$12.8K – – –
RWM
1599
Rialto Wealth Management
New York
$12.8K – – –
MAS
1600
MPWM Advisory Solutions
Georgia
$12.8K – – –
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