We are live on ! Find out more
PGR icon

Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
851
Fairway Wealth
Ohio
$573K +$564K +3,600 New
LCG
852
Lynx Capital Group
Ohio
$572K +$563K +3,594 New
SI
853
Scharf Investments
California
$564K -$157 -1 -0%
ILI
854
Invesco LLC (Illinois)
Illinois
$563K +$11K +70 +2%
KIA
855
Knollwood Investment Advisory
Maryland
$563K +$553K +3,535 New
CT
856
Clearstead Trust
Maine
$562K +$284K +1,816 +106%
OTPPB
857
Ontario Teachers' Pension Plan Board
Ontario, Canada
$560K +$176K +1,122 +47%
VDI
858
Vaughan David Investments
Illinois
$559K -$27.4K -175 -5%
WS
859
Wedbush Securities
California
$558K -$16.3K -104 -3%
DWM
860
Defined Wealth Management
Oregon
$556K -$31.8K -203 -5%
SWM
861
Seed Wealth Management
Illinois
$556K – – –
PAM
862
Peak Asset Management
Colorado
$555K – – –
IAA
863
Independent Advisor Alliance
North Carolina
$548K +$10K +64 +2%
PSC
864
Prentiss Smith & Co
Vermont
$546K – – –
USCWA
865
U.S. Capital Wealth Advisors
Texas
$546K -$65.6K -419 -11%
IWM
866
IHT Wealth Management
Illinois
$541K +$1.25K +8 +0.2%
EI
867
Ellevest Inc
New York
$540K -$21.1K -135 -4%
BWP
868
Baldwin Wealth Partners
Massachusetts
$538K +$32.9K +210 +7%
WIC
869
Woodmont Investment Counsel
Tennessee
$537K +$35.1K +224 +7%
AWM
870
Angeles Wealth Management
California
$533K +$1.57K +10 +0.3%
BWG
871
Balanced Wealth Group
Ohio
$532K +$523K +3,339 New
CWM
872
Circle Wealth Management
New Jersey
$530K +$41.5K +265 +9%
PCG
873
Prosperity Consulting Group
Maryland
$526K -$14.4K -92 -3%
HIM
874
Hillsdale Investment Management
Ontario, Canada
$526K +$517K +3,300 New
O3W
875
Omni 360 Wealth
New Jersey
$523K +$514K +3,283 New
33 34
35
36 37