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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1601
Sittner & Nelson
Oregon
$4.5K – – –
HBW
1602
Hazlett, Burt & Watson
West Virginia
$4K – – –
MFA
1603
McClarren Financial Advisors
Pennsylvania
$4K +$4.24K +17 New
DWM
1604
Dogwood Wealth Management
Kansas
$3.97K +$3.74K +15 New
GC
1605
Garde Capital
Washington
$3.97K +$3.74K +15 New
TFM
1606
TFC Financial Management
Massachusetts
$3.44K – – –
WCM
1607
WealthTrak Capital Management
Virginia
$3.44K +$498 +2 +18%
LWMI
1608
Legacy Wealth Management (Idaho)
Idaho
$3.17K – – –
CWP
1609
Clark Wealth Partners
Illinois
$2.91K -$249 -1 -8%
PP
1610
PFS Partners
New Jersey
$2.65K – – –
PA
1611
PSI Advisors
Florida
$2.65K – – –
STB
1612
S&T Bank
Pennsylvania
$2.65K – – –
TIM
1613
Thompson Investment Management
Wisconsin
$2.12K – – –
WW
1614
Winnow Wealth
Texas
$1.92K +$747 +3 +60%
BIM
1615
Breakwater Investment Management
Washington
$1.85K – – –
CT
1616
Clearstead Trust
Maine
$1.85K +$1.74K +7 New
MAFA
1617
MJT & Associates Financial Advisory
Minnesota
$1.85K +$1.74K +7 New
PWM
1618
Parkworth Wealth Management
California
$1.85K – – –
WA
1619
WestEnd Advisors
North Carolina
$1.85K +$1.25K +5 +250%
BHWM
1620
Bay Harbor Wealth Management
Maryland
$1.85K +$1.74K +7 New
IWP
1621
IAG Wealth Partners
Wisconsin
$1.85K +$1.74K +7 New
PWA
1622
Principia Wealth Advisory
Texas
$1.74K +$249 +1 +17%
AP
1623
Aspect Partners
Virginia
$1.59K – – –
APW
1624
Aventura Private Wealth
Florida
$1.59K – – –
CIAS
1625
CBIZ Investment Advisory Services
Ohio
$1.59K +$1.5K +6 New
63 64
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66 67