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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
OC
701
Oppenheimer & Co
New York
$820K +$164K +1,223 +25%
PFS
702
Prospera Financial Services
Texas
$795K -$4.2M -31,307 -84%
EWA
703
Encompass Wealth Advisors
Oregon
$794K +$134K +1,000 +20%
GLA
704
Great Lakes Advisors
Illinois
$792K -$757K -5,648 -49%
KFP
705
KB Financial Partners
New Jersey
$790K +$444K +3,314 +125%
QCG
706
Quadrant Capital Group
Ohio
$782K -$88.7K -662 -10%
Credit Agricole
707
Credit Agricole
France
$774K
UCFA
708
United Capital Financial Advisors
Texas
$769K -$63.4K -473 -8%
CAM
709
Congress Asset Management
Massachusetts
$768K -$4.96K -37 -0.6%
IA
710
IFP Advisors
Florida
$766K +$171K +1,273 +28%
CB
711
Cooke & Bieler
Pennsylvania
$765K -$2.41M -17,966 -76%
LC
712
Lindbrook Capital
California
$763K -$345K -2,574 -31%
CI
713
CX Institutional
Indiana
$755K -$34.9K -260 -4%
IAN
714
Integrated Advisors Network
Texas
$753K -$203K -1,515 -21%
ADL
715
Asset Dedication LLC
California
$753K -$18.8K -140 -2%
TF
716
TIAA FSB
Florida
$752K +$56.3K +420 +8%
SAM
717
Strategy Asset Managers
California
$728K +$49.5K +369 +7%
MYLI
718
Meiji Yasuda Life Insurance
Japan
$728K +$469K +3,500 +175%
BPC
719
Banque Pictet & Cie
Switzerland
$719K -$314K -2,340 -30%
AIA
720
Armor Investment Advisors
North Carolina
$719K +$268 +2 +0%
FFM
721
Forum Financial Management
Illinois
$715K +$1.21K +9 +0.2%
CFP
722
Catalyst Financial Partners
Massachusetts
$710K -$62.3K -465 -8%
AWA
723
Aaron Wealth Advisors
Illinois
$709K -$6.17K -46 -0.9%
TC
724
TAGStone Capital
North Carolina
$707K +$536 +4 +0.1%
RIA
725
Realta Investment Advisors
Delaware
$707K -$248K -1,853 -26%