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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1926
Twin Peaks Wealth Advisors
California
– -$66.7K -229 Closed
OWA
1927
Opal Wealth Advisors
New York
– -$61K -209 Closed
SIS
1928
Sound Income Strategies
Florida
– -$60.6K -209 Closed
WPA
1929
Wealth Preservation Advisors
Tennessee
– -$55.7K -191 Closed
WSFG
1930
Wall Street Financial Group
Illinois
– -$44K -151 Closed
MWM
1931
Magnolia Wealth Management
Alabama
– -$36.7K -126 Closed
CIR
1932
Clear Investment Research
Georgia
– -$36.5K -125 Closed
IAAG
1933
Innovative Asset Advisors Group
Connecticut
– -$35K -120 Closed
CFG
1934
Clayton Financial Group
Missouri
– -$33.8K -116 Closed
QWM
1935
Quaker Wealth Management
New Jersey
– -$30.3K -104 Closed
TGY2IT
1936
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$23K -79 Closed
BA
1937
Ballast Advisors
Minnesota
– -$21.3K -73 Closed
TLFA
1938
True Link Financial Advisors
California
– -$21K -72 Closed
DWP
1939
Destiny Wealth Partners
Florida
– -$19.8K -68 Closed
SA
1940
Scarborough Advisors
Maryland
– -$19K -65 Closed
TC
1941
Truvestments Capital
Florida
– -$18.1K -62 Closed
MGI
1942
Miller Global Investments
Texas
– -$14.6K -50 Closed
MTIC
1943
Missouri Trust & Investment Company
Missouri
– -$11.7K -40 Closed
IWS
1944
Intentional Wealth Strategies
Colorado
– -$11.4K -39 Closed
KTC
1945
Kentucky Trust Company
Kentucky
– -$8.17K -28 Closed
ICCON
1946
Investment Counsel Company of Nevada
Nevada
– -$5.83K -20 Closed
GWSA
1947
Global Wealth Strategies & Associates
Colorado
– -$5.33K -18 Closed
PWA
1948
Portus Wealth Advisors
North Carolina
– -$3.21K -11 Closed
NWS
1949
Nvest Wealth Strategies
Ohio
– -$1.75K -6 Closed
CW
1950
Curio Wealth
Maryland
– -$1.46K -5 Closed
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78
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