We are live on ! Find out more
PGR icon

Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
NA
751
NewEdge Advisors
Louisiana
$322K -$120K -1,255 -26%
GLA
752
Great Lakes Advisors
Illinois
$320K -$31.1K -326 -8%
KBFS
753
Kohmann Bosshard Financial Services
Ohio
$316K
HB
754
Homrich & Berg
Georgia
$313K -$381 -4 -0.1%
GIA
755
Gateway Investment Advisers
Ohio
$312K -$6.39K -67 -2%
PSC
756
Prentiss Smith & Co
Vermont
$310K
BDF
757
Balasa Dinverno & Foltz
$307K +$74.6K +783 +30%
CRWM
758
Castle Rock Wealth Management
California
$305K +$8.67K +91 +3%
CB
759
CNB Bank
Pennsylvania
$304K +$52.8K +554 +20%
Twin Tree Management
760
Twin Tree Management
Texas
$303K +$319K +3,347 New
SS
761
Simplicity Solutions
Minnesota
$300K -$262K -2,749 -45%
KA
762
Kovack Advisors
Florida
$298K
Los Angeles Capital Management
763
Los Angeles Capital Management
California
$297K -$870K -9,130 -74%
CFFP
764
Center for Financial Planning
Michigan
$295K
WCWM
765
Willow Creek Wealth Management
California
$295K
CIAS
766
Capital Investment Advisory Services
North Carolina
$292K +$308K +3,227 New
MWM
767
Meridian Wealth Management
Kentucky
$290K -$16.2K -170 -5%
PIM
768
Perpetual Investment Management
Australia
$289K
MA
769
MUFG Americas
New York
$287K +$96.2K +1,009 +47%
NL
770
NWAM LLC
Washington
$286K +$11.6K +122 +4%
EN1L
771
Engine No 1 LLC
California
$286K +$301K +3,160 New
WIC
772
Woodmont Investment Counsel
Tennessee
$285K
RWM
773
Ritholtz Wealth Management
New York
$283K -$25.9K -272 -8%
SICM
774
Sustainable Insight Capital Management
New York
$283K +$298K +3,128 New
SFG
775
SevenBridge Financial Group
Pennsylvania
$281K -$8.77K -92 -3%