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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
701
Bradley Foster & Sargent
Connecticut
$463K
CAG
702
Csenge Advisory Group
Florida
$462K +$7.42K +75 +2%
BP
703
Ballentine Partners
Massachusetts
$460K -$25.9K -262 -5%
APW
704
Acima Private Wealth
Virginia
$460K
HFG
705
Heron Financial Group
New York
$452K -$23.4K -237 -5%
PFBT
706
Parkside Financial Bank & Trust
Missouri
$450K +$495 +5 +0.1%
CI Investments Inc
707
CI Investments Inc
Ontario, Canada
$440K +$124K +1,250 +39%
Assenagon Asset Management
708
Assenagon Asset Management
Luxembourg
$431K +$174K +1,755 +67%
FIM
709
Freedom Investment Management
Connecticut
$430K +$10.1K +102 +2%
S
710
SignatureFD
Georgia
$429K +$34.2K +346 +9%
AP
711
Advisors Preferred
Maryland
$428K -$31.9K -322 -7%
WDA
712
Wendell David Associates
New Hampshire
$426K
PA
713
Parallel Advisors
California
$426K +$62.3K +630 +17%
FSG
714
Financial Strategies Group
Michigan
$424K +$427K +4,314 New
IPW
715
Inlet Private Wealth
Florida
$422K
AIC
716
Archer Investment Corporation
Indiana
$422K -$27.2K -275 -6%
IP
717
Intellectus Partners
California
$421K +$495 +5 +0.1%
HIIFS
718
Harel Insurance Investments & Financial Services
Israel
$417K -$63.6K -643 -33%
SWA
719
Sutton Wealth Advisors
Florida
$413K
Acadian Asset Management
720
Acadian Asset Management
Massachusetts
$412K -$589K -5,953 -59%
MSFS
721
Main Street Financial Solutions
Pennsylvania
$411K +$85.5K +864 +26%
PA
722
Pinnacle Associates
New York
$410K +$14.8K +150 +4%
PFPT
723
Pinnacle Financial Partners (Tennessee)
Tennessee
$409K +$5.34K +54 +1%
PWA
724
Pinnacle Wealth Advisors
Tennessee
$409K +$412K +4,168 New
PAM
725
Peak Asset Management
Colorado
$399K +$23.1K +234 +6%