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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1826
Ridgecrest Wealth Partners
California
– -$237K -849 Closed
WAM
1827
Worth Asset Management
Texas
– -$236K -847 Closed
FBC
1828
Fairfield, Bush & Co
Connecticut
– -$233K -836 Closed
VBA
1829
von Borstel & Associates
Oregon
– -$222K -787 Closed
SC
1830
Sapient Capital
Indiana
– -$208K -754 Closed
HFS
1831
Heritage Financial Services
Massachusetts
– -$210K -752 Closed
FMB
1832
Field & Main Bank
Kentucky
– -$207K -743 Closed
LPAM
1833
Lodestar Private Asset Management
California
– -$203K -727 Closed
NC
1834
North Capital
Utah
– -$127K -456 Closed
CCA
1835
Catalyst Capital Advisors
New York
– -$121K -434 Closed
FLP
1836
Financial Life Planners
Arizona
– -$99.7K -357 Closed
AAS
1837
Ameritas Advisory Services
Nebraska
– -$98.1K -351 Closed
JWM
1838
JPL Wealth Management
Colorado
– -$96.9K -347 Closed
PP
1839
Pacifica Partners
Canada
– -$89.3K -322 Closed
MSG
1840
Main Street Group
Virginia
– -$70.9K -254 Closed
TCM
1841
TruNorth Capital Management
Michigan
– -$59.8K -214 Closed
FPB
1842
First PREMIER Bank
South Dakota
– -$47K -170 Closed
AT
1843
Arlington Trust
Alabama
– -$42.4K -152 Closed
PFA
1844
Pathway Financial Advisers
Indiana
– -$42.2K -151 Closed
RA
1845
Rise Advisors
New York
– -$40K -143 Closed
CIR
1846
Clear Investment Research
Georgia
– -$34.9K -125 Closed
GTAM
1847
Global Trust Asset Management
Florida
– -$27.9K -100 Closed
CWM
1848
Crowley Wealth Management
Delaware
– -$21.5K -77 Closed
OA
1849
Operose Advisors
Wisconsin
– -$20.4K -73 Closed
CCM
1850
Cloud Capital Management
Washington
– -$15K -54 Closed
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