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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
CS
801
Capital Square
Tennessee
$36K +$37.8K +490 New
RWA
802
Ropes Wealth Advisors
Massachusetts
$35K
PO
803
Private Ocean
California
$33K -$15.4K -200 -31%
VEA
804
Virtus ETF Advisers
New York
$33K -$771 -10 -2%
WLPWM
805
Walled Lake Planning & Wealth Management
Illinois
$33K +$540 +7 +2%
SNT
806
Security National Trust
West Virginia
$31K +$31.9K +414 New
TFO
807
Tarbox Family Office
California
$30K +$5.63K +73 +22%
TL
808
TrueWealth LLC
Georgia
$29K -$7.71K -100 -20%
JGIA
809
Jackson Grant Investment Advisers
Connecticut
$26K
GAM
810
Gemmer Asset Management
California
$26K +$3.47K +45 +15%
HPC
811
HM Payson & Co
Maine
$25K -$29.4K -382 -53%
WT
812
Washington Trust
Rhode Island
$25K +$26.6K +345 New
FFC
813
First Financial Corp
Indiana
$24K
AA
814
Advisory Alpha
Michigan
$23.3K -$77.1K -1,000 -78%
MF
815
Manchester Financial
California
$23K
CT
816
Caldwell Trust
Florida
$22.2K
KC
817
Knuff & Co
California
$22K +$23.1K +300 New
FMII
818
Farmers & Merchants Investments Inc
Nebraska
$21K +$308 +4 +1%
AWMS
819
Advocacy Wealth Management Services
Georgia
$21K +$21.9K +284 New
HR
820
Howe & Rusling
New York
$20K +$13.8K +179 +186%
PB
821
Pinnacle Bancorp
Nebraska
$18K
BWM
822
Baystate Wealth Management
Massachusetts
$18K +$617 +8 +3%
AA
823
AlphaMark Advisors
Kentucky
$17K +$2.08K +27 +14%
PWMG
824
Prestige Wealth Management Group
New Jersey
$17K +$17.8K +231 New
Loomis, Sayles & Company
825
Loomis, Sayles & Company
Massachusetts
$16K -$2.09M -27,149 -99%