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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1801
Lodestone Wealth Management
Washington
$9.24K – – –
AP
1802
Aspect Partners
Virginia
$8.25K – – –
BCM
1803
Boreal Capital Management
Florida
$8.25K – – –
BFPW
1804
BOK Financial Private Wealth
Colorado
$8.25K +$7.58K +25 New
SFS
1805
Sunrise Financial Services
Washington
$7.92K – – –
HIA
1806
HFM Investment Advisors
New Jersey
$7.59K +$3.33K +11 +92%
WA
1807
Whipplewood Advisors
Colorado
$7.26K -$20.6K -68 -76%
AIS
1808
Advocate Investing Services
Maryland
$7.26K – – –
EWP
1809
Elevation Wealth Partners
California
$7.26K +$2.12K +7 +47%
AT
1810
Arlington Trust
Alabama
$6.27K – – –
PWA
1811
Principia Wealth Advisory
Texas
$6.27K +$303 +1 +6%
BC
1812
Barrett & Company
Rhode Island
$6.27K +$5.76K +19 New
DF
1813
Downshift Financial
Colorado
$6.27K +$5.76K +19 New
TFM
1814
TFC Financial Management
Massachusetts
$4.95K +$303 +1 +7%
BH
1815
Burk Holdings
Oklahoma
$4.62K -$121K -400 -97%
CWP
1816
Clark Wealth Partners
Illinois
$4.62K +$909 +3 +27%
MFC
1817
Mechanics Financial Corp
Ohio
$4.62K +$4.24K +14 New
1CP
1818
1015 Capital Partners
Pennsylvania
$4.29K – – –
EWM
1819
Evolution Wealth Management
Florida
$4.29K – – –
PMFA
1820
Plante Moran Financial Advisors
Michigan
$3.96K -$25.8K -85 -88%
DCM
1821
Davis Capital Management
Florida
$3.96K +$1.21K +4 +50%
PS
1822
Planning Strategies
Pennsylvania
$3.96K +$3.64K +12 New
PP
1823
PFS Partners
New Jersey
$3.3K – – –
BFP
1824
Birchwood Financial Partners
Minnesota
$3.3K – – –
SRCM
1825
Signature Resources Capital Management
California
$3.3K – – –
71 72
73
74 75