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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
626
Lake Street Advisors Group
New Hampshire
$691K -$9.46K -100 -1%
WA
627
WP Advisors
California
$676K -$4.63K -49 -0.7%
EWM
628
Empirical Wealth Management
Washington
$658K +$135K +1,425 +27%
LWA
629
Lineweaver Wealth Advisors
Ohio
$655K +$52.4K +554 +9%
DWT
630
Dorsey & Whitney Trust
South Dakota
$653K +$3.5K +37 +0.6%
FTDI
631
First Trust Direct Indexing
Massachusetts
$653K +$625K +6,609 New
DP
632
Dearborn Partners
Illinois
$644K +$33K +349 +6%
FAM
633
Fred Alger Management
New York
$625K -$181M -1,911,816 -100%
MSA
634
Marino Stram & Associates
Massachusetts
$619K +$12K +127 +2%
CG
635
CFO4Life Group
Texas
$612K +$6.43K +68 +1%
FDCC
636
Foster Dykema Cabot & Co
Massachusetts
$608K
CPA
637
Capital Planning Advisors
California
$606K +$2.37K +25 +0.4%
KAS
638
Kestra Advisory Services
Texas
$606K +$586K +6,196 +22,129%
Two Sigma Advisers
639
Two Sigma Advisers
New York
$603K -$14.2M -150,300 -96%
CAM
640
Cresset Asset Management
Illinois
$601K +$18.4K +195 +3%
EF
641
Empirical Finance
Pennsylvania
$601K +$98.4K +1,040 +21%
NA
642
NewEdge Advisors
Louisiana
$586K +$24.3K +257 +5%
ACA
643
Atlas Capital Advisors
Wyoming
$583K +$346K +3,662 +164%
BAM
644
Berkshire Asset Management
Pennsylvania
$582K +$103K +1,089 +23%
Verition Fund Management
645
Verition Fund Management
Connecticut
$573K -$20.3K -215 -4%
SFA
646
Source Financial Advisors
New York
$567K +$542K +5,732 New
MWM
647
Meridian Wealth Management
Kentucky
$566K -$15K -159 -3%
RG
648
Rikoon Group
New Mexico
$562K -$2.93K -31 -0.5%
CCA
649
Checchi Capital Advisers
California
$562K +$5.3K +56 +1%
AIA
650
Armor Investment Advisors
North Carolina
$560K +$536K +5,666 New