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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1576
DHJJ Financial Advisors
Illinois
$20.9K – – –
EPAM
1577
Evelyn Partners Asset Management
$20.9K +$20.1K +75 New
OA
1578
Operose Advisors
Wisconsin
$20.4K +$19.5K +73 New
S
1579
Sachetta
Massachusetts
$19.8K -$1.07K -4 -5%
IA
1580
IFS Advisors
Kansas
$19.3K – – –
SA
1581
Scarborough Advisors
Maryland
$18.4K – – –
AWM
1582
Activest Wealth Management
Florida
$18.4K +$1.34K +5 +8%
W
1583
WealthCollab
Washington
$18.1K – – –
CFP
1584
Comprehensive Financial Planning
Pennsylvania
$17.9K – – –
TC
1585
Truvestments Capital
Florida
$17.3K +$16.6K +62 New
RWM
1586
Raffa Wealth Management
District of Columbia
$17K +$1.61K +6 +11%
HWP
1587
Highline Wealth Partners
California
$16.5K -$536 -2 -3%
MAM
1588
Meeder Asset Management
Ohio
$16.5K -$27.9K -104 -64%
CT
1589
Clearstead Trust
Maine
$16.5K +$1.61K +6 +11%
AFG
1590
Albion Financial Group
Utah
$16.5K +$3.48K +13 +28%
CIAS
1591
CBIZ Investment Advisory Services
Ohio
$15.9K +$4.02K +15 +36%
SFCL
1592
Strengthening Families & Communities LLC
Massachusetts
$15.2K +$14.5K +54 New
CCM
1593
Cloud Capital Management
Washington
$15K +$14.5K +54 New
MAM
1594
Morse Asset Management
Connecticut
$14.8K – – –
CAM
1595
Costello Asset Management
Pennsylvania
$14.8K – – –
IAG
1596
Innovative Advisory Group
Massachusetts
$14.4K – – –
RWM
1597
RMG Wealth Management
Wisconsin
$14K – – –
AW
1598
Avion Wealth
Texas
$14K +$268 +1 +2%
MHR
1599
Matthew Hamilton Rosenberg
$14K – – –
HHMI
1600
Howard Hughes Medical Institute
Maryland
$13.7K – – –
62 63
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65 66