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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
826
Center for Financial Planning
Michigan
$432K
FCP
827
Fidelis Capital Partners
Florida
$431K +$40K +298 +10%
KA
828
Kovack Advisors
Florida
$431K -$6.03K -45 -1%
LA
829
Lifeworks Advisors
Michigan
$429K +$157K +1,171 +57%
TCG
830
Tremblant Capital Group
Florida
$428K
MCM
831
Monument Capital Management
Virginia
$427K -$37.9K -283 -8%
SIG
832
Sky Investment Group
Connecticut
$426K
FIM
833
Freedom Investment Management
Connecticut
$426K -$79.4K -592 -16%
WSFS
834
Wilmington Savings Fund Society
Delaware
$423K
TRIA
835
Trail Ridge Investment Advisors
Colorado
$421K -$10.1K -75 -2%
AT
836
Arden Trust
Delaware
$420K -$231K -1,723 -35%
BWP
837
Baldwin Wealth Partners
Massachusetts
$419K -$16.1K -120 -4%
WIC
838
Woodmont Investment Counsel
Tennessee
$417K
TIMH
839
Tilt Investment Management Holdings
New York
$415K +$420K +3,134 New
HI
840
Humankind Investments
New York
$414K +$212K +1,579 +102%
ILI
841
Invesco LLC (Illinois)
Illinois
$411K +$416K +3,106 New
PWM
842
Perigon Wealth Management
California
$405K +$195K +1,457 +91%
CP
843
Covenant Partners
Tennessee
$405K
CWM
844
Circle Wealth Management
New Jersey
$401K
ECM
845
ExodusPoint Capital Management
New York
$394K -$2.14M -15,998 -84%
AC
846
ASB Consultores
Florida
$394K +$24.4K +182 +7%
CIM
847
Contravisory Investment Management
Massachusetts
$392K -$1.34K -10 -0.3%
Luther King Capital Management (LKCM)
848
Luther King Capital Management (LKCM)
Texas
$384K -$43.2K -322 -10%
RBCM
849
Raub Brock Capital Management
California
$384K
SPA
850
Sherbrooke Park Advisers
New York
$384K +$389K +2,900 New