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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Profund Advisors
Maryland
$726K -$193K -1,705 -21%
YWP
652
YorkBridge Wealth Partners
New York
$721K -$59.8K -527 -8%
MSA
653
Marino Stram & Associates
Massachusetts
$720K -$7.26K -64 -1%
HC
654
Hendley & Co
Ohio
$716K -$291K -2,565 -29%
CPA
655
Capital Planning Advisors
California
$714K -$81K -714 -10%
TAM
656
Trust Asset Management
Texas
$712K +$29.7K +262 +4%
P
657
Pitcairn
Pennsylvania
$709K -$19.3K -170 -3%
TF
658
TIAA FSB
Florida
$703K +$686K +6,046 New
BAMCO Inc
659
BAMCO Inc
New York
$698K +$680K +6,000 New
WA
660
WP Advisors
California
$695K -$37.1K -327 -5%
MAM
661
Martingale Asset Management
Massachusetts
$692K +$227 +2 +0%
WWM
662
Western Wealth Management
Colorado
$691K -$9.3K -82 -1%
CRCM
663
Corbett Road Capital Management
Virginia
$691K +$333K +2,933 +97%
BAM
664
Berkshire Asset Management
Pennsylvania
$690K -$454 -4 -0.1%
FMAEN1
665
Fund Management at Engine No 1
California
$687K +$109K +962 +19%
AT
666
Arden Trust
Delaware
$683K -$20.4K -180 -3%
MCWS
667
McKinley Carter Wealth Services
West Virginia
$678K +$454 +4 +0.1%
EC
668
EdgeRock Capital
Colorado
$677K +$661K +5,828 New
HTC
669
Haverford Trust Company
Pennsylvania
$675K +$31.7K +280 +5%
OIA
670
OneDigital Investment Advisors
Kansas
$674K +$25.9K +228 +4%
SFA
671
Sequoia Financial Advisors
Ohio
$670K -$147K -1,293 -18%
RWM
672
Ritholtz Wealth Management
New York
$667K +$164K +1,448 +34%
FFM
673
Forum Financial Management
Illinois
$665K +$147K +1,299 +29%
Credit Agricole
674
Credit Agricole
France
$664K
CWM
675
Circle Wealth Management
New Jersey
$660K -$271K -2,390 -30%