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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
926
Bernardo Wealth Planning
Pennsylvania
$256K +$263 +2 +0.1%
SWM
927
Spire Wealth Management
Virginia
$254K -$2.1K -16 -0.9%
KC
928
Knuff & Co
California
$253K
LWCFA
929
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K -$68.4K -520 -25%
CWM
930
Curi Wealth Management
North Carolina
$252K -$5.66K -43 -2%
MIC
931
Means Investment Company
Maine
$252K -$19.1K -145 -7%
CWM
932
Connecticut Wealth Management
Connecticut
$251K +$237K +1,800 New
PMG
933
ProVise Management Group
Florida
$247K +$33.9K +258 +17%
MGWM
934
Marks Group Wealth Management
Minnesota
$245K +$8.02K +61 +4%
EFS
935
Essex Financial Services
Connecticut
$244K -$28.5K -217 -11%
EL
936
EMFO LLC
Florida
$244K
BWA
937
Brave Warrior Advisors
New York
$243K
FFN
938
Focus Financial Network
Minnesota
$243K +$4.74K +36 +2%
RA
939
Ruggaard & Associates
Ohio
$242K +$13.2K +100 +6%
PWMAG
940
Pinnacle Wealth Management Advisory Group
New Jersey
$242K -$4.74K -36 -2%
CS
941
Comerica Securities
Michigan
$240K -$7.24K -55 -3%
TCOO
942
Trust Company of Oklahoma
Oklahoma
$239K +$225K +1,714 New
CT
943
Clearstead Trust
Maine
$239K +$63.9K +486 +40%
LCWP
944
Legacy Capital Wealth Partners
Arkansas
$238K +$225K +1,709 New
GAB
945
German American Bancorp
Indiana
$238K -$3.95K -30 -2%
IA
946
IFG Advisory
Georgia
$238K +$224K +1,705 New
Lazard Asset Management
947
Lazard Asset Management
New York
$237K
BA
948
Baugh & Associates
Georgia
$237K
CCA
949
Cottonwood Capital Advisors
Utah
$236K +$15.7K +119 +8%
ST
950
Smithfield Trust
Pennsylvania
$235K