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Progyny

Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
276
J. Safra Asset Management
New York
$4.5K – – –
Mitsubishi UFJ Asset Management
277
Mitsubishi UFJ Asset Management
Japan
$4.5K – – –
APFP
278
Action Point Financial Planning
Michigan
$3.89K +$3.04K +136 New
CT
279
Clearstead Trust
Maine
$3.29K +$871 +39 +52%
PFBT
280
Parkside Financial Bank & Trust
Missouri
$3.08K -$6.77K -303 -74%
HBW
281
Hazlett, Burt & Watson
West Virginia
$3K – – –
MLA
282
MB, Levis & Associates
Pennsylvania
$2.88K – – –
ZBNA
283
Zions Bancorporation, National Association
Utah
$2.71K – – –
WETS
284
Wealth Enhancement Trust Services
South Dakota
$2.1K +$1.63K +73 New
HFM
285
Hartford Financial Management
Connecticut
$1.59K – – –
AWM
286
Activest Wealth Management
Florida
$1.53K +$1.18K +53 New
KG
287
Kilter Group
New York
$1.5K +$1.16K +52 New
FHC
288
First Horizon Corporation
Tennessee
$1.41K – – –
BFS
289
Bare Financial Services
Pennsylvania
$1.07K -$447 -20 -35%
CFM
290
Cornerstone Financial Management
Massachusetts
$980 – – –
MCM
291
Manchester Capital Management
Vermont
$952 – – –
QL
292
Quarry LP
New York
$894 +$693 +31 New
LI
293
LRI Investments
Florida
$807 – – –
BWA
294
Basecamp Wealth Advisors
Washington
$721 -$938 -42 -63%
Farmers & Merchants Investments Inc
295
Farmers & Merchants Investments Inc
Nebraska
$721 – – –
AssetMark Inc
296
AssetMark Inc
California
$663 -$1K -45 -66%
SFS
297
Sunrise Financial Services
Washington
$577 – – –
AW
298
Ankerstar Wealth
Texas
$490 +$380 +17 New
PMFA
299
Plante Moran Financial Advisors
Michigan
$461 +$357 +16 New
Clearstead Advisors
300
Clearstead Advisors
Ohio
$434 +$335 +15 New