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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1676
Red Tortoise LLC
Georgia
$26.4K – – –
TM
1677
Torren Management
California
$26.4K -$78.2K -267 -75%
WA
1678
Whipplewood Advisors
Colorado
$26.3K +$26.4K +90 New
MWM
1679
Mascoma Wealth Management
New Hampshire
$25.7K -$586 -2 -2%
KAS
1680
Kemnay Advisory Services
New York
$25.4K -$293 -1 -1%
FMP
1681
Financial Management Professionals
Texas
$25.4K – – –
HWA
1682
HHM Wealth Advisors
Tennessee
$25.1K +$14.9K +51 +146%
HWP
1683
Highline Wealth Partners
California
$24.2K +$1.17K +4 +5%
KCM
1684
Key Capital Management
Tennessee
$23.3K – – –
SR
1685
Swiss Re
Switzerland
$23.3K – – –
BW
1686
Basepoint Wealth
Iowa
$23.3K +$293 +1 +1%
TGY2IT
1687
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$23K +$23.1K +79 New
KG
1688
Kilter Group
New York
$22.2K +$4.69K +16 +27%
OPTFSNA
1689
Old Point Trust & Financial Services N A
Virginia
$21.3K – – –
BA
1690
Ballast Advisors
Minnesota
$21.3K +$21.4K +73 New
SWA
1691
SOA Wealth Advisors
New York
$21.1K -$13.8K -47 -39%
TLFA
1692
True Link Financial Advisors
California
$21K +$21.1K +72 New
IA
1693
IFS Advisors
Kansas
$20.1K – – –
DWP
1694
Destiny Wealth Partners
Florida
$19.8K +$19.9K +68 New
AAG
1695
Armstrong Advisory Group
Massachusetts
$19.5K – – –
BDPWM
1696
Barnes Dennig Private Wealth Management
Ohio
$19.5K – – –
W
1697
WealthCollab
Washington
$19K – – –
SA
1698
Scarborough Advisors
Maryland
$19K – – –
RWM
1699
Raffa Wealth Management
District of Columbia
$19K +$1.17K +4 +7%
CFP
1700
Comprehensive Financial Planning
Pennsylvania
$18.8K – – –
66 67
68
69 70