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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
901
Capital Advisors Ltd
Ohio
$13K
BBL
902
Beck Bode LLC
Massachusetts
$13K +$12K +134 New
M
903
Mirova
France
$12K -$33.5K -373 -75%
EI
904
Ellevest Inc
New York
$12K -$809 -9 -6%
SGAM
905
Smith Group Asset Management
Texas
$12K -$449 -5 -4%
CHA
906
Carmichael Hill & Associates
Maryland
$12K
EWM
907
Endurance Wealth Management
Rhode Island
$12K
EW
908
Evoke Wealth
California
$12K
MWC
909
MBM Wealth Consultants
Missouri
$12K
PFS
910
Prospera Financial Services
Texas
$12K +$11.3K +126 New
WPA
911
West Paces Advisors
Georgia
$11.9K
FCH
912
Freestone Capital Holdings
Washington
$11.9K +$11.3K +126 New
JFA
913
JNBA Financial Advisors
Minnesota
$11K
LB
914
Legacy Bridge
Iowa
$11K
FCA
915
FinTrust Capital Advisors
South Carolina
$11K +$4.49K +50 +81%
HWM
916
HighMark Wealth Management
Minnesota
$10K
CA
917
Crewe Advisors
Utah
$10K +$9.71K +108 New
RA
918
Rational Advisors
New York
$9K -$105K -1,165 -92%
WTC
919
WhitTier Trust Company
Nevada
$9K -$36K -400 -80%
APC
920
Aspire Private Capital
North Carolina
$9K -$18.2K -203 -69%
CFD
921
Creative Financial Designs
Indiana
$9K
LFG
922
LifePlan Financial Group
Ohio
$9K
PP
923
Pacifica Partners
Canada
$9K
RWM
924
Raffa Wealth Management
District of Columbia
$8.52K +$1.08K +12 +15%
H
925
Hexavest
Quebec, Canada
$8K