Institutional Owners for TRV
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 1951 | $26,236 | 114 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FORTITUDE FAMILY OFFICE LLC | Stock | 1953 | $25,776 | 112 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KINGS POINT CAPITAL MANAGEMENT | COM | 1954 | $18,000 | 112 | 0.00 | 0.00 | -150 | -57.25 | 12-31-2021 |
