We are live on ! Find out more
PGR icon

Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
676
Moneta Group Investment Advisors
Missouri
$952K +$917K +6,653 New
DEA
677
DoubleLine ETF Adviser
Florida
$948K -$223K -1,620 -20%
BC
678
Burney Company
Virginia
$945K
DP
679
Dearborn Partners
Illinois
$943K -$5.93K -43 -0.6%
CGL
680
Clarius Group LLC
Washington
$941K -$29.2K -212 -3%
QCG
681
Quadrant Capital Group
Ohio
$940K +$71K +515 +9%
MCWS
682
McKinley Carter Wealth Services
West Virginia
$929K +$90.9K +659 +11%
CCA
683
Checchi Capital Advisers
California
$926K +$16.1K +117 +2%
BTWM
684
Baker Tilly Wealth Management
Wisconsin
$924K +$241K +1,751 +37%
TBC
685
Ted Buchan & Co
California
$911K -$44.3K -321 -5%
KAS
686
Kestra Advisory Services
Texas
$905K -$1.16M -8,378 -57%
GSC
687
G&S Capital
Colorado
$905K -$25.1K -182 -3%
ATC
688
Argent Trust Co
Tennessee
$905K -$34.9K -253 -4%
UCFA
689
United Capital Financial Advisors
Texas
$898K -$69.2K -502 -7%
PA
690
Pinnacle Associates
New York
$895K +$45.6K +331 +6%
EGM
691
Engineers Gate Manager
New York
$892K +$468K +3,393 +119%
HTC
692
Haverford Trust Company
Pennsylvania
$881K +$12.3K +89 +1%
RWM
693
Ritholtz Wealth Management
New York
$876K +$51.3K +372 +6%
CI
694
CX Institutional
Indiana
$863K +$105K +764 +15%
AF
695
Allworth Financial
California
$859K +$191K +1,382 +30%
RA
696
Rational Advisors
New York
$851K +$755K +5,477 +1,158%
BOM
697
Bank of Marin
California
$850K +$39.7K +288 +5%
AAS
698
Avantax Advisory Services
Texas
$848K +$5.1K +37 +0.6%
DWP
699
Daymark Wealth Partners
Ohio
$841K +$524K +3,803 +183%
Credit Agricole
700
Credit Agricole
France
$836K