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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
HBT
801
Heartland Bank & Trust
Illinois
$745K -$34.8K -222 -5%
FT
802
Fiduciary Trust
Massachusetts
$743K +$7.83K +50 +1%
GP
803
Geneva Partners
Wisconsin
$734K +$722K +4,611 New
GI
804
GAMMA Investing
California
$733K +$644K +4,112 New
DWT
805
Dorsey & Whitney Trust
South Dakota
$730K -$8.61K -55 -1%
SWP
806
Strategic Wealth Partners
Ohio
$728K -$565K -3,609 -44%
GJWM
807
Gilliland Jeter Wealth Management
Arkansas
$726K +$714K +4,559 New
MG
808
Mather Group
Illinois
$725K +$211K +1,349 +42%
FF
809
Fluent Financial
Texas
$724K -$39.8K -254 -5%
FF
810
Friedenthal Financial
New Jersey
$714K +$702K +4,485 New
ECM
811
Evergreen Capital Management
Washington
$710K -$18K -115 -3%
Fiera Capital (Canada)
812
Fiera Capital (Canada)
Quebec, Canada
$709K +$697K +4,450 New
LNC
813
Lincoln National Corp
Pennsylvania
$708K +$222K +1,415 +47%
V
814
ViaWealth
Kansas
$708K +$157 +1 +0%
IAS
815
Insigneo Advisory Services
Florida
$700K +$292K +1,864 +74%
IB
816
Intrust Bank
Kansas
$693K
PPWP
817
Premier Path Wealth Partners
New Jersey
$693K +$683K +4,361 New
IPW
818
Inlet Private Wealth
Florida
$692K
WEG
819
World Equity Group
Illinois
$690K -$619K -3,956 -48%
TCG
820
Tremblant Capital Group
Florida
$688K +$2.5K +16 +0.4%
CI
821
Conning Inc
Connecticut
$683K
EA
822
Everpar Advisors
Oklahoma
$678K +$667K +4,258 New
Group One Trading
823
Group One Trading
Illinois
$673K +$661K +4,224 New
Lazard Asset Management
824
Lazard Asset Management
New York
$669K +$392K +2,502 +147%
HCPC
825
Hamilton Capital Partners (Canada)
$653K