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Progyny

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
251
Cassady Schiller Wealth Management
Ohio
$880 +$792 +51 New
GRP
252
Global Retirement Partners
California
$863
CTWM
253
Cherry Tree Wealth Management
Minnesota
$759
PWA
254
Physician Wealth Advisors
Utah
$673 +$605 +39 New
SAM
255
Smartleaf Asset Management
Massachusetts
$643 +$78 +5 +15%
EWA
256
EverSource Wealth Advisors
Alabama
$638 +$78 +5 +16%
FFA
257
Farther Finance Advisors
California
$449 -$233 -15 -37%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$431
NS
259
NBC Securities
Alabama
$425 -$386K -24,854 -100%
ACM
260
Aster Capital Management
United Arab Emirates
$276 +$248 +16 New
GBT
261
Grove Bank & Trust
Florida
$52 +$47 +3 New
GFPC
262
Global Financial Private Client
Florida
$17 +$16 +1 New
RP
263
Riverbridge Partners
Minnesota
-$28.6M -1,704,364 Closed
ONPI
264
Owls Nest Partners IA
Pennsylvania
-$25.5M -1,523,147 Closed
ClearBridge Investments
265
ClearBridge Investments
New York
-$21.3M -1,268,266 Closed
SAM
266
Silvercrest Asset Management
New York
-$16.8M -1,005,136 Closed
Jennison Associates
267
Jennison Associates
New York
-$8.45M -503,972 Closed
CCM
268
Crestwood Capital Management
New York
-$7.31M -436,081 Closed
PCM
269
Penn Capital Management
Pennsylvania
-$6.27M -372,836 Closed
ACM
270
Ashford Capital Management
Delaware
-$3.84M -229,090 Closed
SEI Investments
271
SEI Investments
Pennsylvania
-$3.64M -216,897 Closed
Luther King Capital Management (LKCM)
272
Luther King Capital Management (LKCM)
Texas
-$2.76M -164,760 Closed
SEC
273
Seven Eight Capital
New York
-$2.2M -131,022 Closed
ECM
274
ExodusPoint Capital Management
New York
-$1.99M -118,475 Closed
DTL
275
Dynamic Technology Lab
Singapore
-$1.61M -96,227 Closed