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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
601
Trust Company of Vermont
Vermont
$62K -$51.7K -1,000 -48%
Carson Wealth (CWM LLC)
602
Carson Wealth (CWM LLC)
Nebraska
$61K -$1.91K -37 -3%
GT
603
Greenleaf Trust
Michigan
$60K -$9.05K -175 -14%
SIAS
604
Shine Investment Advisory Services
Colorado
$53K -$103 -2 -0.2%
KJWM
605
Kiley Juergens Wealth Management
Washington
$49K +$45.9K +887 New
APA
606
American Portfolios Advisors
New York
$43.4K +$39.9K +771 New
FGC
607
Financial Gravity Companies
Texas
$43K +$40.8K +789 New
PCG
608
Private Capital Group
Connecticut
$36K +$33.5K +647 New
AF
609
Allworth Financial
California
$34K
MUS
610
Mitsubishi UFJ Securities
Japan
$34K +$1.55K +30 +5%
VEA
611
Virtus ETF Advisers
New York
$34K +$30.8K +596 New
FRA
612
Front Row Advisors
California
$33K +$30K +579 New
TL
613
TrueWealth LLC
Georgia
$33K +$30.7K +593 New
KA
614
Kaizen Advisory
Illinois
$32K +$29.4K +568 New
BFEC
615
Benjamin F. Edwards & Company
Missouri
$31K -$2.64K -51 -8%
GAM
616
Gemmer Asset Management
California
$29K
CFA
617
Carroll Financial Associates
North Carolina
$28K
MA
618
MCF Advisors
Kentucky
$28K
GWS
619
Glassman Wealth Services
Virginia
$23K +$2.12K +41 +11%
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$23K +$8.59K +166 +68%
VCM
621
Versant Capital Management
Arizona
$21K
CAL
622
Capital Advisors Ltd
Ohio
$20K
AIL
623
AGF Investments LLC
Ontario, Canada
$20K +$7.55K +146 +68%
SPIA
624
Steward Partners Investment Advisory
New York
$20K +$11.4K +221 +151%
GBT
625
Grove Bank & Trust
Florida
$18K +$10.2K +197 +164%