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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
726
Armor Investment Advisors
North Carolina
$707K -$36.7K -290 -5%
FG
727
Fiduciary Group
Georgia
$700K
TC
728
TAGStone Capital
North Carolina
$692K +$507 +4 +0.1%
WA
729
WP Advisors
California
$690K +$507 +4 +0.1%
MWM
730
Meridian Wealth Management
Kentucky
$690K -$19.1K -151 -3%
CIC
731
Crawford Investment Counsel
Georgia
$689K +$4.82K +38 +0.7%
DWM
732
Darwin Wealth Management
Florida
$689K
MC
733
Machina Capital
France
$679K -$196K -1,544 -23%
MSA
734
Marino Stram & Associates
Massachusetts
$677K -$78.3K -618 -11%
NFA
735
Northern Financial Advisors
Michigan
$676K +$661K +5,213 New
CI
736
CX Institutional
Indiana
$675K +$95.5K +754 +17%
HCPC
737
Hamilton Capital Partners (Canada)
$674K +$659K +5,200 New
HBT
738
Heartland Bank & Trust
Illinois
$660K +$645K +5,090 New
BAAM
739
Baker Avenue Asset Management
California
$659K +$48.9K +386 +8%
DT
740
Diversified Trust
Tennessee
$657K +$286K +2,255 +80%
BTI
741
Blue Trust Inc
Georgia
$657K +$311K +2,454 +77%
AWM
742
Avior Wealth Management
Nebraska
$654K -$203K -1,600 -24%
SPC
743
Sigma Planning Corp
Michigan
$653K -$58.5K -462 -8%
AWA
744
Aaron Wealth Advisors
Illinois
$651K +$383K +3,022 +151%
HFG
745
Heron Financial Group
New York
$649K +$16.7K +132 +3%
OP
746
Oldfield Partners
United Kingdom
$649K -$444K -3,500 -41%
GFA
747
Gifford Fong Associates
California
$649K
KPWS
748
Kestra Private Wealth Services
Texas
$649K -$54.2K -428 -8%
PIC
749
PCJ Investment Counsel
Ontario, Canada
$649K -$1.73M -13,660 -73%
EWA
750
Encompass Wealth Advisors
Oregon
$649K +$127K +1,000 +25%