We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
1601
N.E.W. Advisory Services
Wisconsin
$12.8K – – –
CFFP
1602
Center for Financial Planning
Michigan
$12.6K – – –
WA
1603
Westfuller Advisors
New York
$12.3K +$11.8K +44 New
PWM
1604
Proathlete Wealth Management
Florida
$12K – – –
KFP
1605
Kerr Financial Planning
California
$11.5K +$10.7K +40 New
CWIG
1606
Chung Wu Investment Group
Texas
$11.2K – – –
QL
1607
Quarry LP
New York
$10.6K -$255K -951 -96%
DPW
1608
DiNuzzo Private Wealth
Pennsylvania
$10.6K -$268 -1 -3%
DCM
1609
Davis Capital Management
Florida
$10.1K +$9.64K +36 New
CAL
1610
Capital Analysts LLC
Pennsylvania
$10K – – –
HFS
1611
Hopwood Financial Services
Virginia
$9.77K – – –
YAL
1612
Your Advocates Ltd
Texas
$9.77K – – –
HHGA
1613
Halbert Hargrove Global Advisors
California
$9.77K +$9.37K +35 New
DWM
1614
Dogwood Wealth Management
Kansas
$8.66K +$3.21K +12 +63%
PG
1615
Proffitt & Goodson
Tennessee
$8.66K +$8.3K +31 New
TCM
1616
TD Capital Management
Tennessee
$8.54K – – –
JFG
1617
JDM Financial Group
Texas
$8.38K – – –
AAG
1618
Accordant Advisory Group
Maryland
$7.82K – – –
KTC
1619
Kentucky Trust Company
Kentucky
$7.82K – – –
MAM
1620
Marquette Asset Management
Minnesota
$7.54K +$7.23K +27 New
BCM
1621
Boreal Capital Management
Florida
$6.98K – – –
BFS
1622
Bare Financial Services
Pennsylvania
$6.14K +$1.34K +5 +29%
GFWA
1623
Grey Fox Wealth Advisors
Delaware
$5.86K +$5.62K +21 New
KG
1624
Kilter Group
New York
$5.58K +$1.61K +6 +43%
SWP
1625
SIMA Wealth Partners
Virginia
$5.58K +$5.36K +20 New
63 64
65
66 67