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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1751
Sunrise Financial Services
Washington
$7K – – –
AIS
1752
Advocate Investing Services
Maryland
$6.42K – – –
ICCON
1753
Investment Counsel Company of Nevada
Nevada
$5.83K +$5.86K +20 New
ACM
1754
Anfield Capital Management
California
$5.54K – – –
AT
1755
Arlington Trust
Alabama
$5.54K +$5.57K +19 New
GWSA
1756
Global Wealth Strategies & Associates
Colorado
$5.33K – – –
GG
1757
Gleason Group
Kentucky
$4.7K – – –
EWP
1758
Elevation Wealth Partners
California
$4.38K +$1.17K +4 +36%
TFM
1759
TFC Financial Management
Massachusetts
$4.08K – – –
1CP
1760
1015 Capital Partners
Pennsylvania
$3.79K – – –
EWM
1761
Evolution Wealth Management
Florida
$3.79K – – –
HIA
1762
HFM Investment Advisors
New Jersey
$3.5K – – –
CWP
1763
Clark Wealth Partners
Illinois
$3.21K -$879 -3 -21%
PWA
1764
Portus Wealth Advisors
North Carolina
$3.21K +$3.22K +11 New
HBW
1765
Hazlett, Burt & Watson
West Virginia
$3K -$2.64K -9 -50%
SRCM
1766
Signature Resources Capital Management
California
$2.92K -$586 -2 -17%
BFP
1767
Birchwood Financial Partners
Minnesota
$2.92K – – –
PP
1768
PFS Partners
New Jersey
$2.92K – – –
STB
1769
S&T Bank
Pennsylvania
$2.92K – – –
BIM
1770
Breakwater Investment Management
Washington
$2.63K – – –
DCM
1771
Davis Capital Management
Florida
$2.33K -$8.2K -28 -78%
TIM
1772
Thompson Investment Management
Wisconsin
$2.33K – – –
PS
1773
PayPay Securities
Japan
$2.09K -$1.17K -4 -36%
WA
1774
WestEnd Advisors
North Carolina
$2.04K – – –
FA
1775
Fountainhead AM
New Jersey
$2.04K +$2.05K +7 New
69 70
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