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Travelers Companies
TRV

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