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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1601
TFC Financial Management
Massachusetts
$3.44K – – –
WCM
1602
WealthTrak Capital Management
Virginia
$3.44K +$498 +2 +18%
LWMI
1603
Legacy Wealth Management (Idaho)
Idaho
$3.17K – – –
CWP
1604
Clark Wealth Partners
Illinois
$2.91K -$249 -1 -8%
PP
1605
PFS Partners
New Jersey
$2.65K – – –
PA
1606
PSI Advisors
Florida
$2.65K – – –
STB
1607
S&T Bank
Pennsylvania
$2.65K – – –
TIM
1608
Thompson Investment Management
Wisconsin
$2.12K – – –
WW
1609
Winnow Wealth
Texas
$1.92K +$747 +3 +60%
BIM
1610
Breakwater Investment Management
Washington
$1.85K – – –
CT
1611
Clearstead Trust
Maine
$1.85K +$1.74K +7 New
MAFA
1612
MJT & Associates Financial Advisory
Minnesota
$1.85K +$1.74K +7 New
PWM
1613
Parkworth Wealth Management
California
$1.85K – – –
WA
1614
WestEnd Advisors
North Carolina
$1.85K +$1.25K +5 +250%
BHWM
1615
Bay Harbor Wealth Management
Maryland
$1.85K +$1.74K +7 New
IWP
1616
IAG Wealth Partners
Wisconsin
$1.85K +$1.74K +7 New
PWA
1617
Principia Wealth Advisory
Texas
$1.74K +$249 +1 +17%
AP
1618
Aspect Partners
Virginia
$1.59K – – –
APW
1619
Aventura Private Wealth
Florida
$1.59K – – –
CIAS
1620
CBIZ Investment Advisory Services
Ohio
$1.59K +$1.5K +6 New
HWA
1621
HHM Wealth Advisors
Tennessee
$1.32K – – –
HIA
1622
HFM Investment Advisors
New Jersey
$1.32K +$1.25K +5 New
OCM
1623
Osterweis Capital Management
California
$1.32K +$1.25K +5 New
MSWA
1624
Marshall & Sterling Wealth Advisors
New York
$1.07K -$249 -1 -20%
EWA
1625
EQ Wealth Advisors
Texas
$1.06K +$997 +4 New
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