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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1751
WealthCollab
Washington
$21.5K – – –
CFP
1752
Comprehensive Financial Planning
Pennsylvania
$21.3K +$303 +1 +2%
EI
1753
EFG International
$21.1K +$909 +3 +5%
KFA
1754
Kelleher Financial Advisors
New York
$20.8K +$19.1K +63 New
RWM
1755
Rialto Wealth Management
New York
$20.5K +$3.03K +10 +19%
TPW
1756
TOP Private Wealth
Connecticut
$20.1K +$18.5K +61 New
SFAM
1757
Sawyer Falduto Asset Management
Illinois
$19.8K – – –
RF
1758
Rossby Financial
Florida
$19.5K -$606 -2 -3%
RWM
1759
RMG Wealth Management
Wisconsin
$19.2K – – –
SFCL
1760
Strengthening Families & Communities LLC
Massachusetts
$18.9K +$606 +2 +4%
MWM
1761
Mascoma Wealth Management
New Hampshire
$18.8K -$9.39K -31 -35%
UFPG
1762
United Financial Planning Group
New York
$18.2K – – –
DWM
1763
Dogwood Wealth Management
Kansas
$18.2K +$5.15K +17 +45%
ATC
1764
Advantage Trust Company
Kansas
$18.2K +$16.7K +55 New
PWA
1765
Provenance Wealth Advisors
Florida
$18.2K +$16.7K +55 New
WBC
1766
West Branch Capital
Massachusetts
$17.8K – – –
CT
1767
Clearstead Trust
Maine
$17.8K +$2.42K +8 +17%
CAM
1768
Costello Asset Management
Pennsylvania
$17.5K – – –
AAG
1769
Armstrong Advisory Group
Massachusetts
$17.2K -$4.55K -15 -22%
BHWM
1770
Bay Harbor Wealth Management
Maryland
$17.2K +$3.33K +11 +27%
MAM
1771
Morse Asset Management
Connecticut
$16.8K – – –
PMIM
1772
Prudent Man Investment Management
Colorado
$16.8K – – –
MHR
1773
Matthew Hamilton Rosenberg
$16.5K – – –
DRP
1774
Decker Retirement Planning
Utah
$16.3K +$14.8K +49 New
NEWAS
1775
N.E.W. Advisory Services
Wisconsin
$16.2K +$909 +3 +7%
69 70
71
72 73