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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
1801
National Wealth Management Group
Ohio
– -$713K -2,552 Closed
SRL
1802
Scientech Research LLC
New Jersey
– -$682K -2,443 Closed
FRM
1803
Fox Run Management
Connecticut
– -$679K -2,431 Closed
TWA
1804
TCI Wealth Advisors
Arizona
– -$659K -2,359 Closed
TCBWMS
1805
Texas Capital Bank Wealth Management Services
Texas
– -$507K -1,815 Closed
GRP
1806
Global Retirement Partners
California
– -$492K -1,762 Closed
SPA
1807
Sherbrooke Park Advisers
New York
– -$411K -1,471 Closed
MSFS
1808
Main Street Financial Solutions
Pennsylvania
– -$337K -1,205 Closed
SWTS
1809
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$307K -1,101 Closed
LAM
1810
Longboard Asset Management
Arizona
– -$300K -1,074 Closed
TW
1811
TritonPoint Wealth
Maryland
– -$297K -1,063 Closed
VFP
1812
Verus Financial Partners
Virginia
– -$292K -1,046 Closed
LBC
1813
Leigh Baldwin & Co
New York
– -$292K -1,044 Closed
SBFM
1814
S-Bank Fund Management
Finland
– -$290K -1,037 Closed
FA
1815
Fountainhead AM
New Jersey
– -$286K -1,022 Closed
SDAM
1816
Shulman DeMeo Asset Management
New York
– -$285K -1,022 Closed
SBWIC
1817
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$279K -1,000 Closed
TBNY
1818
Trustco Bank (New York)
New York
– -$276K -987 Closed
WSWA
1819
Warren Street Wealth Advisors
California
– -$270K -966 Closed
PCA
1820
Prosperity Capital Advisors
Ohio
– -$266K -952 Closed
FCFC
1821
First Commonwealth Financial Corp
Pennsylvania
– -$253K -907 Closed
DCM
1822
DGS Capital Management
New Jersey
– -$249K -893 Closed
RWP
1823
Ridgecrest Wealth Partners
California
– -$237K -849 Closed
WAM
1824
Worth Asset Management
Texas
– -$236K -847 Closed
FBC
1825
Fairfield, Bush & Co
Connecticut
– -$233K -836 Closed
71 72
73
74 75