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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1701
Center for Financial Planning
Michigan
$13.1K – – –
PWM
1702
Proathlete Wealth Management
Florida
$12.5K – – –
ECA
1703
Elevated Capital Advisors
Utah
$12.2K +$11.8K +42 New
KFP
1704
Kerr Financial Planning
California
$12K – – –
AW
1705
Avion Wealth
Texas
$12K -$2.25K -8 -16%
AIC
1706
Archer Investment Corporation
Indiana
$11.9K -$265K -941 -96%
MCA
1707
McGuire Capital Advisors
Oklahoma
$11.9K +$11.5K +41 New
CWIG
1708
Chung Wu Investment Group
Texas
$11.6K – – –
DPW
1709
DiNuzzo Private Wealth
Pennsylvania
$11.3K – – –
DWM
1710
Dogwood Wealth Management
Kansas
$11K +$1.97K +7 +23%
DCM
1711
Davis Capital Management
Florida
$10.4K – – –
UFPG
1712
United Financial Planning Group
New York
$10.4K +$10.1K +36 New
HWA
1713
HHM Wealth Advisors
Tennessee
$10.2K +$9.85K +35 New
YAL
1714
Your Advocates Ltd
Texas
$10.2K – – –
Capital Analysts LLC
1715
Capital Analysts LLC
Pennsylvania
$10K – – –
LB
1716
Legacy Bridge
Iowa
$9.28K +$9.01K +32 New
BHWM
1717
Bay Harbor Wealth Management
Maryland
$9.28K +$3.66K +13 +68%
TCM
1718
TD Capital Management
Tennessee
$8.88K – – –
RF
1719
Rossby Financial
Florida
$8.7K +$5.07K +18 +150%
EPAM
1720
Evelyn Partners Asset Management
$8.41K -$12.9K -46 -61%
PG
1721
Proffitt & Goodson
Tennessee
$8.41K -$563 -2 -6%
JGCM
1722
Joseph Group Capital Management
Ohio
$8.41K +$8.16K +29 New
AAG
1723
Accordant Advisory Group
Maryland
$8.12K – – –
KTC
1724
Kentucky Trust Company
Kentucky
$8.12K – – –
LWM
1725
Lodestone Wealth Management
Washington
$8.12K +$7.88K +28 New