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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
VI
726
Versor Investments
New York
$322K +$306K +3,400 New
CAW
727
Cornerstone Advisors (Washington)
Washington
$319K +$10.1K +112 +3%
KA
728
Kovack Advisors
Florida
$312K -$40.3K -448 -12%
GAM
729
Gotham Asset Management
New York
$312K +$296K +3,293 New
CFFP
730
Center for Financial Planning
Michigan
$309K
WCWM
731
Willow Creek Wealth Management
California
$309K
MA
732
Mutual Advisors
Nebraska
$305K +$6.38K +71 +2%
QI
733
Qtron Investments
Massachusetts
$304K +$289K +3,214 New
DACG
734
Donor Advised Charitable Giving
California
$303K
TMAM
735
Tokio Marine Asset Management
Japan
$303K +$17.2K +191 +6%
WIC
736
Woodmont Investment Counsel
Tennessee
$298K
MAFM
737
Mid Atlantic Financial Management
Pennsylvania
$297K -$10.1K -112 -3%
SIA
738
Strategic Investment Advisors
Michigan
$291K +$276K +3,075 New
DGHMC
739
Dalton, Greiner, Hartman, Maher & Co
New York
$287K -$196K -2,179 -42%
CP
740
Cumberland Partners
Ontario, Canada
$284K
WKWM
741
Walter & Keenan Wealth Management
Indiana
$284K
TAM
742
Trust Asset Management
Texas
$281K +$267K +2,966 New
Koshinski Asset Management
743
Koshinski Asset Management
Illinois
$279K +$248K +2,755 New
SVWAG
744
Sound View Wealth Advisors Group
Georgia
$278K +$31.3K +348 +13%
ACM
745
Allred Capital Management
Texas
$275K -$7.64K -85 -3%
WP
746
WealthShield Partners
North Carolina
$275K
SPC
747
Sigma Planning Corp
Michigan
$273K -$282K -3,133 -52%
BWP
748
Baldwin Wealth Partners
Massachusetts
$272K
AWM
749
Altium Wealth Management
New York
$272K +$23.8K +265 +10%
ATWA
750
Arbor Trust Wealth Advisors
Michigan
$270K