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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
926
Cribstone Capital Management
Maine
$15K
IRC
927
Investors Research Corp
Georgia
$15K
SL
928
Savior LLC
Massachusetts
$15K
CHA
929
Carmichael Hill & Associates
Maryland
$15K +$2.08K +22 +17%
BWA
930
BDO Wealth Advisors
Florida
$15K +$7.09K +75 +103%
CAL
931
Capital Advisors Ltd
Ohio
$14K
EI
932
Ellevest Inc
New York
$14K +$1.51K +16 +12%
BC
933
Bartlett & Co
Ohio
$14K +$13.2K +139 New
BCWM
934
Bartlett & Co Wealth Management
Ohio
$13.7K +$13.2K +139 New
FCH
935
Freestone Capital Holdings
Washington
$12.5K
WPA
936
West Paces Advisors
Georgia
$12.5K
EWM
937
Endurance Wealth Management
Rhode Island
$12K
EW
938
Evoke Wealth
California
$12K
MWC
939
MBM Wealth Consultants
Missouri
$12K
SGAM
940
Smith Group Asset Management
Texas
$12K
HWM
941
HighMark Wealth Management
Minnesota
$11K
JFA
942
JNBA Financial Advisors
Minnesota
$11K
LB
943
Legacy Bridge
Iowa
$11K
FPS
944
Fieldpoint Private Securities
Connecticut
$11K +$10.7K +113 New
WTC
945
WhitTier Trust Company
Nevada
$10K
TIM
946
Tortoise Investment Management
New York
$10K +$9.46K +100 New
NC
947
NewSquare Capital
Pennsylvania
$10K +$9.55K +101 New
SIAG
948
Safeguard Investment Advisory Group
California
$10K +$10.3K +109 New
CA
949
Crewe Advisors
Utah
$9K -$1.7K -18 -17%
APC
950
Aspire Private Capital
North Carolina
$9K