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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1601
Bare Financial Services
Pennsylvania
$4.55K +$4.22K +16 +1,600%
GC
1602
Garde Capital
Washington
$4.01K – – –
BHWM
1603
Bay Harbor Wealth Management
Maryland
$4.01K +$2.11K +8 +114%
RWA
1604
Redmont Wealth Advisors
Illinois
$4.01K +$3.95K +15 New
WTFG
1605
Wood Tarver Financial Group
Idaho
$4K -$32.2K -122 -89%
TFM
1606
TFC Financial Management
Massachusetts
$3.75K +$264 +1 +8%
KG
1607
Kilter Group
New York
$3.75K +$3.69K +14 New
HIA
1608
HFM Investment Advisors
New Jersey
$3.48K +$2.11K +8 +160%
LWMI
1609
Legacy Wealth Management (Idaho)
Idaho
$3.21K – – –
LIS
1610
Legacy Investment Solutions
Idaho
$3.21K +$3.16K +12 New
PWM
1611
Parkworth Wealth Management
California
$3.21K +$1.32K +5 +71%
PWA
1612
Principia Wealth Advisory
Texas
$3.21K +$1.32K +5 +71%
CWP
1613
Clark Wealth Partners
Illinois
$2.94K – – –
PP
1614
PFS Partners
New Jersey
$2.68K – – –
RF
1615
Rossby Financial
Florida
$2.67K -$7.91K -30 -75%
SRCM
1616
Signature Resources Capital Management
California
$2.67K +$2.64K +10 New
RS
1617
Rakuten Securities
Japan
$2.41K -$16.1K -61 -87%
MSWA
1618
Marshall & Sterling Wealth Advisors
New York
$2.15K +$1.32K +5 +125%
TIM
1619
Thompson Investment Management
Wisconsin
$2.14K – – –
HBW
1620
Hazlett, Burt & Watson
West Virginia
$2K -$2.37K -9 -50%
BIM
1621
Breakwater Investment Management
Washington
$1.87K – – –
MAFA
1622
MJT & Associates Financial Advisory
Minnesota
$1.87K – – –
BA
1623
Bellwether Advisors
Nebraska
$1.87K +$1.84K +7 New
AP
1624
Aspect Partners
Virginia
$1.6K – – –
FNWA
1625
Financial Network Wealth Advisors
Utah
$1.6K +$1.58K +6 New
63 64
65
66 67