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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1701
Avion Wealth
Texas
$12K -$2.25K -8 -16%
AIC
1702
Archer Investment Corporation
Indiana
$11.9K -$265K -941 -96%
MCA
1703
McGuire Capital Advisors
Oklahoma
$11.9K +$11.5K +41 New
CWIG
1704
Chung Wu Investment Group
Texas
$11.6K – – –
DPW
1705
DiNuzzo Private Wealth
Pennsylvania
$11.3K – – –
DWM
1706
Dogwood Wealth Management
Kansas
$11K +$1.97K +7 +23%
DCM
1707
Davis Capital Management
Florida
$10.4K – – –
UFPG
1708
United Financial Planning Group
New York
$10.4K +$10.1K +36 New
HWA
1709
HHM Wealth Advisors
Tennessee
$10.2K +$9.85K +35 New
YAL
1710
Your Advocates Ltd
Texas
$10.2K – – –
CAL
1711
Capital Analysts LLC
Pennsylvania
$10K – – –
LB
1712
Legacy Bridge
Iowa
$9.28K +$9.01K +32 New
BHWM
1713
Bay Harbor Wealth Management
Maryland
$9.28K +$3.66K +13 +68%
TCM
1714
TD Capital Management
Tennessee
$8.88K – – –
RF
1715
Rossby Financial
Florida
$8.7K +$5.07K +18 +150%
EPAM
1716
Evelyn Partners Asset Management
$8.41K -$12.9K -46 -61%
PG
1717
Proffitt & Goodson
Tennessee
$8.41K -$563 -2 -6%
JGCM
1718
Joseph Group Capital Management
Ohio
$8.41K +$8.16K +29 New
AAG
1719
Accordant Advisory Group
Maryland
$8.12K – – –
KTC
1720
Kentucky Trust Company
Kentucky
$8.12K – – –
LWM
1721
Lodestone Wealth Management
Washington
$8.12K +$7.88K +28 New
BCM
1722
Boreal Capital Management
Florida
$7.25K – – –
RFG
1723
REAP Financial Group
Texas
$6.96K +$6.75K +24 New
SFS
1724
Sunrise Financial Services
Washington
$6.96K +$6.75K +24 New
IW
1725
Imprint Wealth
South Carolina
$6.67K +$6.47K +23 New
67 68
69
70 71