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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1626
BOK Financial Private Wealth
Colorado
$40.3K – – –
LWANC
1627
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K +$38.8K +138 New
MEG
1628
Millstone Evans Group
Colorado
$38.6K -$1.13K -4 -3%
HAP
1629
Harbor Asset Planning
Massachusetts
$37.7K – – –
OC
1630
Optima Capital
Oregon
$37.7K +$36.6K +130 New
CH
1631
CDKV Holdings
Colorado
$37.4K +$36.3K +129 New
EI
1632
eCIO Inc
Wisconsin
$36.8K +$35.7K +127 New
HFS
1633
Hughes Financial Services
Virginia
$36.5K – – –
VR
1634
Vision Retirement
New Jersey
$36.3K +$35.2K +125 New
YP
1635
YANKCOM Partnership
South Dakota
$35.1K +$2.25K +8 +7%
NL
1636
Navalign LLC
California
$35.1K +$34.1K +121 New
NSG
1637
Nalls Sherbakoff Group
Tennessee
$34.8K – – –
WAG
1638
Wilkerson Advisory Group
Missouri
$34.8K +$33.8K +120 New
SWA
1639
SOA Wealth Advisors
New York
$34.7K – – –
NWM
1640
Nova Wealth Management
Florida
$34.4K – – –
NECFA
1641
New England Capital Financial Advisors
Connecticut
$31.9K – – –
EF
1642
Entrust Financial
Pennsylvania
$31.4K +$30.4K +108 New
LIA
1643
Luken Investment Analytics
Tennessee
$31.3K +$563 +2 +2%
QWM
1644
Quaker Wealth Management
New Jersey
$29.9K – – –
ETS
1645
ESL Trust Services
New York
$29K -$2.53K -9 -8%
B
1646
Birchbrook
Maine
$29K – – –
DWA
1647
Delos Wealth Advisors
Texas
$29K – – –
GWS
1648
Greykasell Wealth Strategies
California
$29K – – –
LC
1649
Lavaca Capital
Texas
$29K – – –
KBFS
1650
Kohmann Bosshard Financial Services
Ohio
$27.9K +$27.3K +97 New
64 65
66
67 68