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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1726
LifeSteps Financial
California
$26.1K +$23.9K +79 New
SEP
1727
Signature Equity Partners
Ohio
$25.5K +$7.88K +26 +51%
OPTFSNA
1728
Old Point Trust & Financial Services N A
Virginia
$24.1K – – –
SWA
1729
SOA Wealth Advisors
New York
$23.2K -$606 -2 -3%
IA
1730
IFS Advisors
Kansas
$22.8K – – –
BW
1731
Basepoint Wealth
Iowa
$22.8K -$3.33K -11 -14%
AG
1732
AmeriFlex Group
Nevada
$22.6K +$4.85K +16 +30%
NFSG
1733
Newbridge Financial Services Group
Florida
$22.6K -$17.9K -59 -46%
RWM
1734
Raffa Wealth Management
District of Columbia
$22.4K +$909 +3 +5%
PMAM
1735
Picton Mahoney Asset Management
Ontario, Canada
$22.4K +$20.6K +68 New
AW
1736
Avion Wealth
Texas
$22K +$2.42K +8 +14%
W
1737
WealthCollab
Washington
$21.5K – – –
CFP
1738
Comprehensive Financial Planning
Pennsylvania
$21.3K +$303 +1 +2%
EI
1739
EFG International
$21.1K +$909 +3 +5%
KFA
1740
Kelleher Financial Advisors
New York
$20.8K +$19.1K +63 New
RWM
1741
Rialto Wealth Management
New York
$20.5K +$3.03K +10 +19%
TPW
1742
TOP Private Wealth
Connecticut
$20.1K +$18.5K +61 New
SFAM
1743
Sawyer Falduto Asset Management
Illinois
$19.8K – – –
RF
1744
Rossby Financial
Florida
$19.5K -$606 -2 -3%
RWM
1745
RMG Wealth Management
Wisconsin
$19.2K – – –
SFCL
1746
Strengthening Families & Communities LLC
Massachusetts
$18.9K +$606 +2 +4%
MWM
1747
Mascoma Wealth Management
New Hampshire
$18.8K -$9.39K -31 -35%
UFPG
1748
United Financial Planning Group
New York
$18.2K – – –
DWM
1749
Dogwood Wealth Management
Kansas
$18.2K +$5.15K +17 +45%
ATC
1750
Advantage Trust Company
Kansas
$18.2K +$16.7K +55 New
68 69
70
71 72