We are live on ! Find out more
PGR icon

Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
851
Brookfield Corp
Ontario, Canada
$401K -$9.5M -68,911 -96%
AC
852
ASB Consultores
Florida
$400K +$385K +2,794 New
CCP
853
Cassia Capital Partners
North Carolina
$399K -$10.3K -75 -3%
TPM
854
Triasima Portfolio Management
Quebec, Canada
$398K +$383K +2,781 New
T
855
TCWP
Ohio
$394K -$13K -94 -3%
FNBOSM
856
First National Bank of South Miami
Florida
$392K -$40.4K -293 -10%
FDDB
857
Fidelity D&D Bancorp
Pennsylvania
$390K +$260K +1,885 New
STCG
858
Speece Thorson Capital Group
Minnesota
$388K – – –
FRM
859
Fox Run Management
Connecticut
$386K +$372K +2,700 New
GSEP
860
Golden State Equity Partners
California
$384K +$370K +2,687 New
FCP
861
Fidelis Capital Partners
Florida
$384K +$408K +2,961 New
WCWM
862
Willow Creek Wealth Management
California
$381K -$49.1K -356 -12%
IWM
863
IHT Wealth Management
Illinois
$381K +$11.9K +86 +3%
AAIS
864
ABN AMRO Investment Solutions
$381K +$367K +2,660 New
9WM
865
9258 Wealth Management
Ohio
$380K -$1.79K -13 -0.5%
LAS
866
LWM Advisory Services
Florida
$380K +$367K +2,658 New
KFP
867
KB Financial Partners
New Jersey
$379K -$965 -7 -0.3%
FWIA
868
Fort Washington Investment Advisors
Ohio
$379K – – –
IAIM
869
International Assets Investment Management
Florida
$377K -$119K -865 -25%
MC
870
Moors & Cabot
Massachusetts
$375K -$41.2K -299 -10%
PWP
871
Phillips Wealth Planners
Mississippi
$373K -$68.8K -499 -15%
LSA
872
Lion Street Advisors
Texas
$372K -$199K -1,445 -36%
CFGS
873
Concourse Financial Group Securities
Alabama
$365K -$60.5K -439 -15%
TFS
874
Thoroughbred Financial Services
Tennessee
$356K – – –
OWM
875
Orgel Wealth Management
Wisconsin
$351K – – –
33 34
35
36 37