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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
726
Wealthspire Advisors (New York)
New York
$509K +$282K +2,488 +132%
GLA
727
Great Lakes Advisors
Illinois
$508K -$31.7K -280 -6%
WT
728
Whittier Trust
California
$508K +$13.5K +119 +3%
BPA
729
Beacon Pointe Advisors
California
$507K -$110K -968 -18%
HFG
730
Heron Financial Group
New York
$507K -$454 -4 -0.1%
IPW
731
Inlet Private Wealth
Florida
$505K
CBT
732
Central Bank & Trust
Kentucky
$503K -$310K -2,734 -39%
Acadian Asset Management
733
Acadian Asset Management
Massachusetts
$500K +$487K +4,299 New
FC
734
FORA Capital
Florida
$500K +$488K +4,303 New
VDI
735
Vaughan David Investments
Illinois
$497K -$218K -1,920 -31%
DS
736
DRW Securities
Illinois
$496K +$484K +4,267 New
SWA
737
Sutton Wealth Advisors
Florida
$495K +$3.29K +29 +0.7%
ED
738
Exane Derivatives
France
$490K -$501K -4,423 -51%
BRWA
739
B. Riley Wealth Advisors
Florida
$489K -$120K -1,058 -20%
KPWS
740
Kestra Private Wealth Services
Texas
$486K -$120K -1,056 -20%
CAM
741
Cresset Asset Management
Illinois
$485K -$615K -5,421 -56%
LWAM
742
Legacy Wealth Asset Management
Minnesota
$483K -$38.4K -339 -8%
DWT
743
Dorsey & Whitney Trust
South Dakota
$480K +$4.42K +39 +1%
PWPS
744
Pinnacle Wealth Planning Services
Ohio
$479K +$103K +907 +28%
AWM
745
Altium Wealth Management
New York
$477K -$64.9K -572 -12%
SMA
746
Sage Mountain Advisors
Georgia
$477K +$6.35K +56 +1%
CI
747
CX Institutional
Indiana
$476K -$28.7K -253 -6%
WDA
748
Wendell David Associates
New Hampshire
$468K -$11.3K -100 -2%
AG
749
Ascent Group
Virginia
$468K +$206K +1,819 +81%
FMLI
750
Fukoku Mutual Life Insurance
Japan
$465K -$34.5K -304 -7%