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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
W
1701
WealthCollab
Washington
$19K – – –
SA
1702
Scarborough Advisors
Maryland
$19K – – –
RWM
1703
Raffa Wealth Management
District of Columbia
$19K +$1.17K +4 +7%
CFP
1704
Comprehensive Financial Planning
Pennsylvania
$18.8K – – –
TC
1705
Truvestments Capital
Florida
$18.1K – – –
EFG International
1706
EFG International
$17.8K +$17.9K +61 New
RF
1707
Rossby Financial
Florida
$17.7K +$9.08K +31 +103%
WA
1708
Westfuller Advisors
New York
$17.5K – – –
SFAM
1709
Sawyer Falduto Asset Management
Illinois
$17.5K – – –
AW
1710
Avion Wealth
Texas
$17K +$4.69K +16 +37%
PMIM
1711
Prudent Man Investment Management
Colorado
$16.8K – – –
UFPG
1712
United Financial Planning Group
New York
$16K +$5.57K +19 +53%
SFCL
1713
Strengthening Families & Communities LLC
Massachusetts
$16K – – –
WBC
1714
West Branch Capital
Massachusetts
$15.8K – – –
AG
1715
AmeriFlex Group
Nevada
$15.6K – – –
RWM
1716
RMG Wealth Management
Wisconsin
$15.5K – – –
CAM
1717
Costello Asset Management
Pennsylvania
$15.4K – – –
RWM
1718
Rialto Wealth Management
New York
$15.2K +$1.76K +6 +13%
SEP
1719
Signature Equity Partners
Ohio
$14.9K -$586 -2 -4%
MAM
1720
Morse Asset Management
Connecticut
$14.9K -$586 -2 -4%
WETS
1721
Wealth Enhancement Trust Services
South Dakota
$14.6K -$4.1K -14 -22%
MHR
1722
Matthew Hamilton Rosenberg
$14.6K – – –
MGI
1723
Miller Global Investments
Texas
$14.6K – – –
AAG
1724
Accordant Advisory Group
Maryland
$14K +$5.86K +20 +71%
CT
1725
Clearstead Trust
Maine
$13.4K – – –