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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
926
Salem Investment Counselors
North Carolina
$19K
PMFA
927
Plante Moran Financial Advisors
Michigan
$18K -$3.27K -36 -16%
HPC
928
HM Payson & Co
Maine
$17K -$13.9K -153 -46%
HR
929
Howe & Rusling
New York
$17K -$4.72K -52 -22%
RIM
930
Rockbridge Investment Management
New York
$17K
JFA
931
JNBA Financial Advisors
Minnesota
$17K +$5.45K +60 +52%
JCM
932
Jacobi Capital Management
Pennsylvania
$16K -$818 -9 -5%
IF
933
Ironwood Financial
Arizona
$16K
CAGAS
934
Capital Advisory Group Advisory Services
Minnesota
$15K
SL
935
Savior LLC
Massachusetts
$15K
EI
936
Ellevest Inc
New York
$15K +$636 +7 +5%
TAM
937
Tucker Asset Management
Colorado
$14.3K +$13.6K +150 New
CHA
938
Carmichael Hill & Associates
Maryland
$14K
CCM
939
Cribstone Capital Management
Maine
$14K
IRC
940
Investors Research Corp
Georgia
$14K
SGAM
941
Smith Group Asset Management
Texas
$14K +$2.18K +24 +20%
BCWM
942
Bartlett & Co Wealth Management
Ohio
$13.3K
AWMS
943
Advocacy Wealth Management Services
Georgia
$13K -$5.45K -60 -30%
PWMG
944
Prestige Wealth Management Group
New Jersey
$13K -$1.09K -12 -8%
BC
945
Bartlett & Co
Ohio
$13K
CAL
946
Capital Advisors Ltd
Ohio
$13K
WPA
947
West Paces Advisors
Georgia
$12K
EWM
948
Endurance Wealth Management
Rhode Island
$12K
FPS
949
Fieldpoint Private Securities
Connecticut
$11K
LB
950
Legacy Bridge
Iowa
$11K