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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
701
Wealthspire Advisors (New York)
New York
$785K +$216K +1,705 +39%
TC
702
Toews Corporation
New Jersey
$778K -$405K -3,200 -35%
CAM
703
Congress Asset Management
Massachusetts
$774K -$40.5K -320 -5%
TA
704
TKG Advisors
Indiana
$774K +$756K +5,964 New
PFS
705
Prospera Financial Services
Texas
$773K -$4.1M -32,323 -84%
I
706
InceptionR
California
$771K +$753K +5,943 New
PA
707
Pinnacle Associates
New York
$769K +$67.3K +531 +10%
AAS
708
Avantax Advisory Services
Texas
$764K +$225K +1,778 +43%
YWP
709
YorkBridge Wealth Partners
New York
$763K -$46.9K -370 -6%
SC
710
Searle & Co
Connecticut
$759K +$127K +1,000 +21%
Credit Agricole
711
Credit Agricole
France
$758K +$17.4K +137 +2%
ADL
712
Asset Dedication LLC
California
$758K -$35.1K -277 -5%
MCWS
713
McKinley Carter Wealth Services
West Virginia
$757K -$11.4K -90 -2%
FT
714
Fiduciary Trust
Massachusetts
$752K +$2.91K +23 +0.4%
TF
715
TIAA FSB
Florida
$751K +$887 +7 +0.1%
RWM
716
Ritholtz Wealth Management
New York
$746K -$631K -4,976 -46%
FFM
717
Forum Financial Management
Illinois
$738K -$4.18K -33 -0.6%
HIS
718
Horizon Investment Services
Indiana
$735K
BOM
719
Bank of Marin
California
$734K +$71.2K +562 +11%
FB
720
Fulton Bank
Pennsylvania
$728K +$174K +1,373 +32%
SIA
721
Schechter Investment Advisors
Michigan
$722K +$11.7K +92 +2%
MFS
722
Mirabella Financial Services
United Kingdom
$712K +$695K +5,487 New
AT
723
Arden Trust
Delaware
$709K -$50.6K -399 -7%
LFA
724
Legacy Financial Advisors
Kentucky
$709K +$15.5K +122 +2%
CIBC World Market
725
CIBC World Market
Ontario, Canada
$707K -$159K -1,255 -19%