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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1701
Truvestments Capital
Florida
$18.1K – – –
EI
1702
EFG International
$17.8K +$17.9K +61 New
RF
1703
Rossby Financial
Florida
$17.7K +$9.08K +31 +103%
WA
1704
Westfuller Advisors
New York
$17.5K – – –
SFAM
1705
Sawyer Falduto Asset Management
Illinois
$17.5K – – –
AW
1706
Avion Wealth
Texas
$17K +$4.69K +16 +37%
PMIM
1707
Prudent Man Investment Management
Colorado
$16.8K – – –
UFPG
1708
United Financial Planning Group
New York
$16K +$5.57K +19 +53%
SFCL
1709
Strengthening Families & Communities LLC
Massachusetts
$16K – – –
WBC
1710
West Branch Capital
Massachusetts
$15.8K – – –
AG
1711
AmeriFlex Group
Nevada
$15.6K – – –
RWM
1712
RMG Wealth Management
Wisconsin
$15.5K – – –
CAM
1713
Costello Asset Management
Pennsylvania
$15.4K – – –
RWM
1714
Rialto Wealth Management
New York
$15.2K +$1.76K +6 +13%
SEP
1715
Signature Equity Partners
Ohio
$14.9K -$586 -2 -4%
MAM
1716
Morse Asset Management
Connecticut
$14.9K -$586 -2 -4%
WETS
1717
Wealth Enhancement Trust Services
South Dakota
$14.6K -$4.1K -14 -22%
MHR
1718
Matthew Hamilton Rosenberg
$14.6K – – –
MGI
1719
Miller Global Investments
Texas
$14.6K – – –
AAG
1720
Accordant Advisory Group
Maryland
$14K +$5.86K +20 +71%
CT
1721
Clearstead Trust
Maine
$13.4K – – –
CWM
1722
Cranbrook Wealth Management
Michigan
$13.4K – – –
NEWAS
1723
N.E.W. Advisory Services
Wisconsin
$13.4K – – –
CFFP
1724
Center for Financial Planning
Michigan
$13.1K – – –
PWM
1725
Proathlete Wealth Management
Florida
$12.5K – – –
67 68
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70 71