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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
801
Ameritas Advisory Services
Nebraska
$339K -$865 -8 -0.3%
SCM
802
Stonehearth Capital Management
Massachusetts
$336K
WAM
803
Weatherly Asset Management
California
$334K
CCM
804
Chilton Capital Management
Texas
$333K -$400K -3,702 -56%
RBCM
805
Raub Brock Capital Management
California
$331K +$314K +2,900 New
BTWM
806
Baker Tilly Wealth Management
Wisconsin
$330K +$37.5K +347 +14%
GSEP
807
Golden State Equity Partners
California
$329K -$541 -5 -0.2%
BWP
808
Baldwin Wealth Partners
Massachusetts
$328K
CP
809
Castleview Partners
Texas
$318K +$303K +2,798 New
AIM
810
Anchor Investment Management
South Carolina
$315K +$10.8K +100 +4%
GAM
811
Gotham Asset Management
New York
$314K +$43K +398 +17%
SIA
812
SkyView Investment Advisors
New Jersey
$310K -$528K -4,878 -64%
MMG
813
Monetary Management Group
Missouri
$308K
EFS
814
Essex Financial Services
Connecticut
$308K +$43.7K +404 +18%
SICM
815
Sustainable Insight Capital Management
New York
$307K -$3.03K -28 -1%
TSWM
816
Tyler-Stone Wealth Management
Ohio
$307K -$2.27K -21 -0.8%
CI Investments Inc
817
CI Investments Inc
Ontario, Canada
$303K -$213K -1,965 -43%
ACM
818
Allred Capital Management
Texas
$302K -$20.4K -189 -7%
JCM
819
J2 Capital Management
Michigan
$302K +$6.17K +57 +2%
LA
820
Legacy Advisors
Pennsylvania
$292K +$45.1K +417 +19%
BFO
821
Boston Family Office
Massachusetts
$290K +$275K +2,545 New
B
822
Barings
North Carolina
$289K
KFP
823
KB Financial Partners
New Jersey
$289K +$23.4K +216 +9%
SFG
824
SevenBridge Financial Group
Pennsylvania
$287K -$59.5K -550 -18%
EWM
825
Empirical Wealth Management
Washington
$284K -$18.9K -175 -7%