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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1676
Plante Moran Financial Advisors
Michigan
$28.3K -$338K -1,154 -92%
EF
1677
Entrust Financial
Pennsylvania
$27.4K -$4.1K -14 -13%
S
1678
Sachetta
Massachusetts
$26.5K +$5.86K +20 +28%
DWA
1679
Delos Wealth Advisors
Texas
$26.5K -$2.64K -9 -9%
RTL
1680
Red Tortoise LLC
Georgia
$26.4K – – –
TM
1681
Torren Management
California
$26.4K -$78.2K -267 -75%
WA
1682
Whipplewood Advisors
Colorado
$26.3K +$26.4K +90 New
MWM
1683
Mascoma Wealth Management
New Hampshire
$25.7K -$586 -2 -2%
KAS
1684
Kemnay Advisory Services
New York
$25.4K -$293 -1 -1%
FMP
1685
Financial Management Professionals
Texas
$25.4K – – –
HWA
1686
HHM Wealth Advisors
Tennessee
$25.1K +$14.9K +51 +146%
HWP
1687
Highline Wealth Partners
California
$24.2K +$1.17K +4 +5%
KCM
1688
Key Capital Management
Tennessee
$23.3K – – –
SR
1689
Swiss Re
Switzerland
$23.3K – – –
BW
1690
Basepoint Wealth
Iowa
$23.3K +$293 +1 +1%
TGY2IT
1691
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$23K +$23.1K +79 New
KG
1692
Kilter Group
New York
$22.2K +$4.69K +16 +27%
OPTFSNA
1693
Old Point Trust & Financial Services N A
Virginia
$21.3K – – –
BA
1694
Ballast Advisors
Minnesota
$21.3K +$21.4K +73 New
SWA
1695
SOA Wealth Advisors
New York
$21.1K -$13.8K -47 -39%
TLFA
1696
True Link Financial Advisors
California
$21K +$21.1K +72 New
IA
1697
IFS Advisors
Kansas
$20.1K – – –
DWP
1698
Destiny Wealth Partners
Florida
$19.8K +$19.9K +68 New
AAG
1699
Armstrong Advisory Group
Massachusetts
$19.5K – – –
BDPWM
1700
Barnes Dennig Private Wealth Management
Ohio
$19.5K – – –
66 67
68
69 70