We are live on ! Find out more
PGR icon

Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
776
Woodmont Investment Counsel
Tennessee
$309K
DWA
777
Douglass Winthrop Advisors
New York
$302K
NL
778
NWAM LLC
Washington
$299K
CRWM
779
Castle Rock Wealth Management
California
$296K +$12.7K +128 +4%
WKWM
780
Walter & Keenan Wealth Management
Indiana
$295K
JWCA
781
J.W. Cole Advisors
Florida
$295K +$297K +2,999 New
ACM
782
Ativo Capital Management
Illinois
$293K -$6.43K -65 -2%
ACM
783
Allred Capital Management
Texas
$292K +$4.75K +48 +2%
SCM
784
Stonehearth Capital Management
Massachusetts
$290K -$150K -1,513 -34%
PWPS
785
Pinnacle Wealth Planning Services
Ohio
$290K +$292K +2,957 New
JSL
786
JT Stratford LLC
Georgia
$288K -$786K -7,946 -73%
WAM
787
Weatherly Asset Management
California
$287K -$39.6K -400 -12%
LOAMS
788
Lombard Odier Asset Management (Switzerland)
Switzerland
$286K -$343K -3,471 -54%
DC
789
Davenport & Co
Virginia
$284K +$286K +2,891 New
BWP
790
Baldwin Wealth Partners
Massachusetts
$283K
MC
791
Moors & Cabot
Massachusetts
$280K -$11K -111 -4%
Jones Financial Companies
792
Jones Financial Companies
Missouri
$278K -$6.92K -70 -2%
CB
793
CNB Bank
Pennsylvania
$276K -$7.02K -71 -2%
FLPIM
794
F.L. Putnam Investment Management
Massachusetts
$274K +$495 +5 +0.2%
RIA
795
Realta Investment Advisors
Delaware
$273K +$1.09K +11 +0.4%
JF
796
JSF Financial
California
$271K +$32.7K +331 +14%
WP
797
WMS Partners
Maryland
$264K +$3.96K +40 +2%
CCG
798
Cypress Capital Group
Florida
$259K +$32.9K +333 +14%
BDF
799
Balasa Dinverno & Foltz
$256K +$30.2K +305 +13%
CWM
800
Chesapeake Wealth Management
Virginia
$251K -$23.5K -238 -9%