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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1726
Blue Chip Partners
Michigan
– -$208K -779 Closed
BIM
1727
Baldwin Investment Management
Pennsylvania
– -$207K -775 Closed
GDP
1728
Great Diamond Partners
Maine
– -$201K -752 Closed
BO
1729
Bank OZK
Arkansas
– -$201K -750 Closed
CIG
1730
Cullen Investment Group
Louisiana
– -$200K -748 Closed
MPW
1731
MASECO Private Wealth
– -$113K -423 Closed
OPTFSNA
1732
Old Point Trust & Financial Services N A
Virginia
– -$112K -420 Closed
GM
1733
GeoWealth Management
Illinois
– -$102K -380 Closed
OWP
1734
ORG Wealth Partners
Texas
– -$90.8K -340 Closed
CCM
1735
Carderock Capital Management
Maryland
– -$80.3K -300 Closed
RI
1736
Ridgewood Investments
New Jersey
– -$65.2K -244 Closed
OWA
1737
Opal Wealth Advisors
New York
– -$56.7K -212 Closed
PSFG
1738
Park Square Financial Group
Georgia
– -$54K -202 Closed
FIM
1739
FWL Investment Management
Texas
– -$42.3K -158 Closed
NC
1740
NewSquare Capital
Pennsylvania
– -$34.5K -129 Closed
BCMLT
1741
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$32.8K -123 Closed
RAM
1742
Riggs Asset Management
Pennsylvania
– -$30.8K -115 Closed
TPWA
1743
Twin Peaks Wealth Advisors
California
– -$29.7K -113 Closed
WA
1744
Whipplewood Advisors
Colorado
– -$27K -101 Closed
KWM
1745
Kiker Wealth Management
Georgia
– -$23K -86 Closed
WPA
1746
Wealth Preservation Advisors
Tennessee
– -$17.4K -65 Closed
PFG
1747
Putney Financial Group
California
– -$16.1K -60 Closed
CWM
1748
CarsonAllaria Wealth Management
Illinois
– -$15K -56 Closed
LFA
1749
Legend Financial Advisors
Pennsylvania
– -$11K -41 Closed
RL
1750
Rogco LP
Oklahoma
– -$10.4K -39 Closed
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