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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
751
Douglass Winthrop Advisors
New York
$313K -$168K -1,775 -36%
WIC
752
Woodmont Investment Counsel
Tennessee
$311K
OIA
753
OneDigital Investment Advisors
Kansas
$308K +$37.5K +396 +15%
MAM
754
Meeder Asset Management
Ohio
$305K -$1.36M -14,385 -82%
MWM
755
Modera Wealth Management
New Jersey
$305K +$292K +3,086 New
MAFM
756
Mid Atlantic Financial Management
Pennsylvania
$304K -$20K -211 -6%
ACM
757
Ativo Capital Management
Illinois
$304K +$290K +3,070 New
OC
758
Oppenheimer & Co
New York
$298K +$49.4K +522 +21%
CP
759
Cumberland Partners
Ontario, Canada
$297K
WKWM
760
Walter & Keenan Wealth Management
Indiana
$297K
CB
761
CNB Bank
Pennsylvania
$296K +$33.2K +351 +13%
WP
762
WealthShield Partners
North Carolina
$295K +$7.47K +79 +3%
ACM
763
Allred Capital Management
Texas
$295K +$7.85K +83 +3%
Jones Financial Companies
764
Jones Financial Companies
Missouri
$294K +$20.5K +217 +8%
AAS
765
Avantax Advisory Services
Texas
$292K -$1.15M -12,193 -80%
AWM
766
Altium Wealth Management
New York
$291K +$6.05K +64 +2%
SVWAG
767
Sound View Wealth Advisors Group
Georgia
$290K -$757 -8 -0.3%
DGHMC
768
Dalton, Greiner, Hartman, Maher & Co
New York
$289K -$11K -116 -4%
BDF
769
Balasa Dinverno & Foltz
$286K +$273K +2,889 New
BWP
770
Baldwin Wealth Partners
Massachusetts
$285K
RWM
771
Ritholtz Wealth Management
New York
$285K +$9.18K +97 +3%
SC
772
Scotia Capital
Ontario, Canada
$283K +$5.96K +63 +2%
CCM
773
Coldstream Capital Management
Washington
$282K +$269K +2,848 New
AP
774
Advisors Preferred
Maryland
$280K -$108K -1,144 -28%
OPS
775
Orion Portfolio Solutions
Nebraska
$276K +$265K +2,796 New