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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
776
Douglass Winthrop Advisors
New York
$278K
WKWM
777
Walter & Keenan Wealth Management
Indiana
$274K +$3.24K +34 +1%
CWM
778
Curi Wealth Management
North Carolina
$271K -$87.1K -914 -23%
AIC
779
Ameritas Investment Company
Nebraska
$268K +$258K +2,707 +1,041%
SCM
780
Stonehearth Capital Management
Massachusetts
$266K
JWCA
781
J.W. Cole Advisors
Florida
$264K -$7.34K -77 -3%
WAM
782
Weatherly Asset Management
California
$264K
FLPIM
783
F.L. Putnam Investment Management
Massachusetts
$264K +$12.4K +130 +5%
BWP
784
Baldwin Wealth Partners
Massachusetts
$260K
B
785
Barings
North Carolina
$259K +$274K +2,872 New
NIM
786
NuWave Investment Management
New Jersey
$255K +$243K +2,553 +946%
CCM
787
Coldstream Capital Management
Washington
$254K -$74.2K -779 -23%
ACM
788
Allred Capital Management
Texas
$254K -$16.1K -169 -6%
AWA
789
Arkadios Wealth Advisors
Georgia
$253K -$383K -4,016 -59%
RIA
790
Realta Investment Advisors
Delaware
$253K +$1.62K +17 +0.6%
WTB
791
Washington Trust Bank
Washington
$251K -$7.22M -75,780 -96%
Jones Financial Companies
792
Jones Financial Companies
Missouri
$249K -$6.67K -70 -2%
MMG
793
Monetary Management Group
Missouri
$244K -$756K -7,930 -75%
LA
794
Latitude Advisors
Florida
$244K +$257K +2,696 New
AIM
795
Anchor Investment Management
South Carolina
$241K +$89.1K +935 +54%
PWPS
796
Pinnacle Wealth Planning Services
Ohio
$238K -$30.4K -319 -11%
HTC
797
Haverford Trust Company
Pennsylvania
$231K
FF
798
FourThought Financial
Florida
$230K +$41.2K +432 +20%
BRWM
799
B. Riley Wealth Management
Tennessee
$229K +$241K +2,533 New
Loomis, Sayles & Company
800
Loomis, Sayles & Company
Massachusetts
$227K -$41M -430,473 -99%