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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
851
Harvest Fund Management
China
$322K +$333K +2,766 New
MC
852
Moors & Cabot
Massachusetts
$321K -$27K -224 -7%
TSWM
853
Tyler-Stone Wealth Management
Ohio
$319K
9WM
854
9258 Wealth Management
Ohio
$317K +$14.7K +122 +5%
T
855
TCWP
Ohio
$316K -$65.6K -545 -17%
STCG
856
Speece Thorson Capital Group
Minnesota
$315K -$4.61M -38,258 -93%
Lido Advisors
857
Lido Advisors
California
$313K +$37.2K +309 +13%
GIA
858
Gateway Investment Advisers
Ohio
$312K -$42.7K -355 -12%
GRP
859
Global Retirement Partners
California
$312K +$5.42K +45 +2%
DWP
860
Destiny Wealth Partners
Florida
$307K +$64.7K +537 +25%
PBO
861
Peoples Bank (Ohio)
Ohio
$304K -$482 -4 -0.2%
EI
862
Ellevest Inc
New York
$304K +$208K +1,728 +194%
CIM
863
Contravisory Investment Management
Massachusetts
$301K +$312K +2,588 New
EC
864
EdgeRock Capital
Colorado
$298K -$393K -3,263 -56%
IWM
865
IHT Wealth Management
Illinois
$297K +$308K +2,554 New
HI
866
Horizon Investments
North Carolina
$289K -$333K -2,769 -53%
TFS
867
Thoroughbred Financial Services
Tennessee
$289K
CCM
868
Chilton Capital Management
Texas
$288K -$41.4K -344 -12%
PCM
869
Prelude Capital Management
New York
$287K -$157K -1,303 -35%
B
870
Barings
North Carolina
$286K -$298K -2,478 -50%
EWM
871
Empirical Wealth Management
Washington
$286K -$963 -8 -0.3%
OWM
872
Orgel Wealth Management
Wisconsin
$285K
NWMG
873
National Wealth Management Group
Ohio
$280K +$291K +2,413 New
CS
874
Cannell & Spears
New York
$278K
APA
875
Astoria Portfolio Advisors
New York
$276K -$56.7K -471 -17%