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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
CG
626
CFO4Life Group
Texas
$580K +$105K +1,169 +24%
CPA
627
Capital Planning Advisors
California
$578K -$2.16K -24 -0.4%
WAM
628
Wealthspire Advisors (Maryland)
Maryland
$577K -$245K -2,724 -31%
LWA
629
Lineweaver Wealth Advisors
Ohio
$575K -$12.8K -142 -2%
WSFS
630
Wilmington Savings Fund Society
Delaware
$571K +$225K +2,504 +71%
Verition Fund Management
631
Verition Fund Management
Connecticut
$569K +$176K +1,959 +48%
AG
632
AlphaSimPlex Group
Massachusetts
$568K -$58.6K -652 -10%
MWM
633
Meridian Wealth Management
Kentucky
$557K +$6.29K +70 +1%
CAM
634
Cresset Asset Management
Illinois
$556K -$33.4K -372 -6%
P
635
Pitcairn
Pennsylvania
$552K +$14.9K +166 +3%
BP
636
Ballentine Partners
Massachusetts
$549K -$10.2K -113 -2%
EGM
637
Engineers Gate Manager
New York
$546K -$1.99M -22,098 -79%
FA
638
FDx Advisors
Illinois
$545K -$87.3K -971 -14%
RG
639
Rikoon Group
New Mexico
$541K -$65.1K -724 -11%
AWM
640
Avior Wealth Management
Nebraska
$540K -$162K -1,804 -24%
SG Americas Securities
641
SG Americas Securities
New York
$537K -$628K -6,983 -55%
NA
642
NewEdge Advisors
Louisiana
$537K +$510K +5,672 New
CCA
643
Checchi Capital Advisers
California
$533K -$98.1K -1,092 -16%
CL
644
Choreo LLC
Illinois
$531K
OCPWS
645
One Charles Private Wealth Services
Massachusetts
$530K
FIM
646
Freedom Investment Management
Connecticut
$528K +$122K +1,361 +32%
IP
647
Intellectus Partners
California
$527K -$22K -245 -4%
BOM
648
Bank of Marin
California
$521K
DWM
649
Darwin Wealth Management
Florida
$514K -$61.6K -685 -11%
NIM
650
NuWave Investment Management
New Jersey
$512K +$238K +2,643 +95%