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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
NL
801
NWAM LLC
Washington
$312K -$11.6K -122 -4%
WKWM
802
Walter & Keenan Wealth Management
Indiana
$311K
CWM
803
Curi Wealth Management
North Carolina
$308K
AAS
804
Ameritas Advisory Services
Nebraska
$306K +$285K +2,985 New
SCM
805
Stonehearth Capital Management
Massachusetts
$303K
JWCA
806
J.W. Cole Advisors
Florida
$303K +$2.77K +29 +1%
WAM
807
Weatherly Asset Management
California
$300K
GSEP
808
Golden State Equity Partners
California
$296K +$276K +2,888 New
BWP
809
Baldwin Wealth Partners
Massachusetts
$295K
AG
810
AlphaSimPlex Group
Massachusetts
$294K -$188K -1,972 -41%
MC
811
Moors & Cabot
Massachusetts
$293K -$286K -2,999 -51%
ACM
812
Allred Capital Management
Texas
$291K +$3.06K +32 +1%
SWM
813
Spire Wealth Management
Virginia
$288K +$127K +1,330 +90%
WW
814
Waterfront Wealth
Kansas
$288K +$268K +2,806 New
RIA
815
Realta Investment Advisors
Delaware
$287K +$95 +1 +0%
APA
816
Astoria Portfolio Advisors
New York
$286K +$266K +2,791 New
ECM
817
Evergreen Capital Management
Washington
$284K +$265K +2,771 New
SICM
818
Sustainable Insight Capital Management
New York
$280K -$38.5K -403 -13%
TSWM
819
Tyler-Stone Wealth Management
Ohio
$279K +$259K +2,715 New
CWM
820
Congress Wealth Management
Massachusetts
$278K +$259K +2,711 New
BDF
821
Balasa Dinverno & Foltz
$277K -$66.5K -697 -21%
MMG
822
Monetary Management Group
Missouri
$277K
Walleye Trading
823
Walleye Trading
New York
$276K +$256K +2,684 New
AIM
824
Anchor Investment Management
South Carolina
$274K
EWM
825
Empirical Wealth Management
Washington
$273K -$133K -1,395 -34%