We are live on ! Find out more
PGR icon

Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
726
Center for Financial Planning
Michigan
$261K -$6.87K -88 -3%
CAW
727
Cornerstone Advisors (Washington)
Washington
$261K +$24.6K +315 +11%
TCM
728
Tuttle Capital Management
Connecticut
$258K +$251K +3,220 New
DACG
729
Donor Advised Charitable Giving
California
$256K – – –
VFA
730
Valeo Financial Advisors
Indiana
$255K +$2.97K +38 +1%
WIC
731
Woodmont Investment Counsel
Tennessee
$252K – – –
MA
732
Mutual Advisors
Nebraska
$252K +$246K +3,151 New
CCG
733
Cypress Capital Group
Florida
$251K -$62.4K -799 -20%
TFA
734
Transamerica Financial Advisors
Florida
$244K +$237K +3,038 New
AAM
735
Arabesque Asset Management
United Kingdom
$243K +$237K +3,036 New
CP
736
Cumberland Partners
Ontario, Canada
$241K -$223K -2,860 -49%
TMAM
737
Tokio Marine Asset Management
Japan
$241K +$235K +3,011 New
WKWM
738
Walter & Keenan Wealth Management
Indiana
$240K -$1.37M -17,585 -85%
QCM
739
Quest Capital Management
Texas
$240K -$69.8K -894 -23%
PWMAG
740
Pinnacle Wealth Management Advisory Group
New Jersey
$239K -$35K -449 -13%
ACM
741
Allred Capital Management
Texas
$239K +$2.5K +32 +1%
BSW
742
Buckingham Strategic Wealth
Missouri
$238K -$151K -1,937 -39%
AP
743
Advisors Preferred
Maryland
$237K +$232K +2,966 New
FLPIM
744
F.L. Putnam Investment Management
Massachusetts
$236K +$230K +2,945 New
WP
745
WMS Partners
Maryland
$233K +$227K +2,907 New
WP
746
WealthShield Partners
North Carolina
$232K +$226K +2,901 New
BWP
747
Baldwin Wealth Partners
Massachusetts
$231K – – –
DC
748
Davenport & Co
Virginia
$231K +$10.7K +137 +5%
ATWA
749
Arbor Trust Wealth Advisors
Michigan
$228K -$3.9K -50 -2%
AWM
750
Apollon Wealth Management
South Carolina
$221K +$215K +2,755 New
28 29
30
31 32