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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
551
Pathstone Family Office
New Jersey
$1.23M -$84.3K -779 -7%
SIC
552
Sigma Investment Counselors
Michigan
$1.22M
MECA
553
Miller Equity Capital Advisors
Texas
$1.22M +$281K +2,600 +32%
BOS
554
Bank of Stockton
California
$1.22M -$40.5K -374 -3%
GT
555
Glenview Trust
Kentucky
$1.22M -$31.9K -295 -3%
OFG
556
Oxford Financial Group
Indiana
$1.2M
WIS
557
Wright Investors Service
Connecticut
$1.2M +$231K +2,138 +25%
IC
558
IEQ Capital
California
$1.2M +$421K +3,894 +58%
GT
559
Greenleaf Trust
Michigan
$1.2M +$154K +1,420 +16%
FP
560
Factorial Partners
New York
$1.19M
CI
561
Cigna Investments
Connecticut
$1.18M -$318K -2,938 -22%
SVWAG
562
Sound View Wealth Advisors Group
Georgia
$1.17M +$418K +3,862 +60%
CAM
563
Congress Asset Management
Massachusetts
$1.17M -$322K -2,976 -22%
B
564
Bailard
California
$1.16M -$47.7K -441 -4%
BAMF
565
BI Asset Management Fondsmaeglerselskab
Denmark
$1.16M +$1.1M +10,176 New
HR
566
Hardy Reed
Mississippi
$1.14M +$36.1K +334 +3%
MG
567
Mather Group
Illinois
$1.12M -$72.9K -674 -6%
CT
568
Coastline Trust
Rhode Island
$1.12M -$70.3K -650 -6%
CT
569
Chicago Trust
Illinois
$1.12M +$23.1K +214 +2%
SPIA
570
Steward Partners Investment Advisory
New York
$1.11M +$30.2K +279 +3%
JGCM
571
Joseph Group Capital Management
Ohio
$1.11M +$33.2K +307 +3%
CAM
572
Cresset Asset Management
Illinois
$1.11M -$96.2K -889 -8%
CFS
573
Capital Financial Services
New York
$1.09M
NF
574
Nvest Financial
New Hampshire
$1.08M +$1.03M +9,494 New
VVP
575
Venture Visionary Partners
Ohio
$1.08M -$1.62M -14,991 -61%