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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
651
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.09M -$39.1K -194 -1%
BG
652
BDF Gestion
France
$3.09M -$306K -1,516 -10%
MLFP
653
MPS Loria Financial Planners
Illinois
$3.08M – – –
LOAMS
654
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.07M -$947K -4,700 -25%
WPC
655
Wedmont Private Capital
Pennsylvania
$3.07M +$1.13M +5,603 +73%
JFG
656
Jefferies Financial Group
New York
$3.06M -$744K -3,693 -21%
SWM
657
Spire Wealth Management
Virginia
$3.05M -$338K -1,676 -11%
CFO
658
Callan Family Office
Pennsylvania
$3.02M -$240K -1,189 -8%
AGWCA
659
Annis Gardner Whiting Capital Advisors
Florida
$3.01M -$26.4K -131 -0.9%
Envestnet Portfolio Solutions
660
Envestnet Portfolio Solutions
Illinois
$3M +$503K +2,495 +22%
ET
661
Entropy Technologies
New York
$3M +$2.77M +13,721 New
TBC
662
Tweedy, Browne Co
Connecticut
$3M – – –
SAI
663
Savvy Advisors Inc
New York
$2.99M +$528K +2,619 +24%
3IP
664
3Chopt Investment Partners
Virginia
$2.94M +$69.1K +343 +3%
GH
665
GAM Holding
Switzerland
$2.94M -$267K -1,325 -9%
FFA
666
Farther Finance Advisors
California
$2.91M +$102K +506 +4%
EAM
667
Eukles Asset Management
Ohio
$2.91M -$131K -648 -5%
CFM
668
Catalyst Funds Management
Australia
$2.89M +$2.67M +13,250 New
PA
669
Pinnacle Associates
New York
$2.89M -$181K -896 -6%
FDS
670
Freedom Day Solutions
Texas
$2.89M -$209K -1,035 -7%
CWP
671
Cyndeo Wealth Partners
Florida
$2.88M -$403 -2 -0%
CAM
672
Congress Asset Management
Massachusetts
$2.87M +$457K +2,266 +21%
IPW
673
Impact Partnership Wealth
Georgia
$2.83M +$708K +3,515 +37%
RIG
674
RiverFront Investment Group
Virginia
$2.8M +$1.09M +5,416 +73%
MAG
675
Meadowbrook Advisors Group
New Jersey
$2.8M +$283K +1,402 +12%