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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
726
AssetMark Inc
California
$632K +$31.5K +262 +5%
KPWS
727
Kestra Private Wealth Services
Texas
$631K +$150K +1,248 +30%
PA
728
Pinnacle Associates
New York
$627K +$45.3K +376 +7%
QCG
729
Quadrant Capital Group
Ohio
$624K +$86.3K +717 +15%
LFA
730
Legacy Financial Advisors
Kentucky
$621K +$20.6K +171 +3%
TPW
731
Transatlantique Private Wealth
New York
$620K +$8.19K +68 +1%
TC
732
TAGStone Capital
North Carolina
$619K +$602 +5 +0.1%
WA
733
WP Advisors
California
$618K -$79.8K -663 -11%
DWM
734
Darwin Wealth Management
Florida
$616K
VDI
735
Vaughan David Investments
Illinois
$616K +$124K +1,026 +24%
MAM
736
Martingale Asset Management
Massachusetts
$614K -$80.7K -670 -11%
CIC
737
Crawford Investment Counsel
Georgia
$613K -$8.07K -67 -1%
BOM
738
Bank of Marin
California
$592K +$614K +5,095 New
BCM
739
Brookstone Capital Management
Illinois
$590K +$585K +4,856 New
AF
740
Advisornet Financial
Minnesota
$589K -$38.5K -320 -6%
WFA
741
Wipfli Financial Advisors
Wisconsin
$588K +$609K +5,057 New
GFA
742
Gifford Fong Associates
California
$581K
CI
743
Conning Inc
Connecticut
$580K -$51.8K -430 -8%
SCC
744
Steel Canyon Capital
Arizona
$579K -$855K -7,100 -59%
SFA
745
Sequoia Financial Advisors
Ohio
$579K -$89.5K -743 -13%
PCM
746
Penserra Capital Management
California
$579K -$32.6K -271 -5%
Fiera Capital (Canada)
747
Fiera Capital (Canada)
Quebec, Canada
$576K -$187K -1,550 -24%
SC
748
Searle & Co
Connecticut
$564K
HFG
749
Heron Financial Group
New York
$558K +$53.8K +447 +10%
TIAM2
750
Tru Independence Asset Management 2
Oregon
$552K +$572K +4,749 New