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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BH
1801
Burk Holdings
Oklahoma
$4.62K -$121K -400 -97%
CWP
1802
Clark Wealth Partners
Illinois
$4.62K +$909 +3 +27%
MFC
1803
Mechanics Financial Corp
Ohio
$4.62K +$4.24K +14 New
1CP
1804
1015 Capital Partners
Pennsylvania
$4.29K – – –
EWM
1805
Evolution Wealth Management
Florida
$4.29K – – –
PMFA
1806
Plante Moran Financial Advisors
Michigan
$3.96K -$25.8K -85 -88%
DCM
1807
Davis Capital Management
Florida
$3.96K +$1.21K +4 +50%
PS
1808
Planning Strategies
Pennsylvania
$3.96K +$3.64K +12 New
PP
1809
PFS Partners
New Jersey
$3.3K – – –
BFP
1810
Birchwood Financial Partners
Minnesota
$3.3K – – –
SRCM
1811
Signature Resources Capital Management
California
$3.3K – – –
STB
1812
S&T Bank
Pennsylvania
$3.3K – – –
SIM
1813
Synergy Investment Management
Florida
$3.11K +$303 +1 +14%
OAG
1814
Oakmont Advisory Group
New Mexico
$3.05K +$2.73K +9 New
HBW
1815
Hazlett, Burt & Watson
West Virginia
$3K – – –
MWM
1816
Mosley Wealth Management
California
$2.97K +$2.73K +9 New
DF
1817
DecisionPoint Financial
Arizona
$2.34K +$1.51K +5 +250%
PS
1818
PayPay Securities
Japan
$2.31K – – –
WA
1819
WestEnd Advisors
North Carolina
$2.31K – – –
RS
1820
Rakuten Securities
Japan
$2.31K +$1.21K +4 +133%
NWM
1821
Navigoe Wealth Management
California
$2K +$2.73K +9 New
RF
1822
Roxbury Financial
New Jersey
$1.99K +$1.82K +6 New
APW
1823
Aventura Private Wealth
Florida
$1.98K – – –
SA
1824
Seneschal Advisors
Washington
$1.98K – – –
SN
1825
Sittner & Nelson
Oregon
$1.98K – – –
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