We are live on ! Find out more
PGR icon

Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
926
Greykasell Wealth Strategies
California
$1.43M +$7.13K +26 +0.5%
HCM
927
Hutner Capital Management
Vermont
$1.43M +$512K +1,867 +54%
ECM
928
Evergreen Capital Management
Washington
$1.43M +$34.3K +125 +2%
GA
929
GoalVest Advisory
New York
$1.42M +$8.77K +32 +0.6%
MWC
930
MBM Wealth Consultants
Missouri
$1.42M -$210K -766 -13%
TSWM
931
Tyler-Stone Wealth Management
Ohio
$1.41M -$822 -3 -0.1%
UBP
932
Union Bancaire Privee
Switzerland
$1.41M +$1.83M +6,690 New
VIA
933
Virtus Investment Advisers
Connecticut
$1.4M -$157K -571 -10%
GVAG
934
Great Valley Advisor Group
Delaware
$1.39M +$264K +964 +23%
CI
935
CX Institutional
Indiana
$1.39M -$39.7K -145 -3%
LFA
936
Legacy Financial Advisors
Kentucky
$1.39M +$39.5K +144 +3%
SPC
937
Sigma Planning Corp
Michigan
$1.39M +$229K +836 +19%
WBC
938
Westpac Banking Corp
Australia
$1.39M +$80K +292 +6%
GCM
939
Graham Capital Management
Connecticut
$1.38M +$1.42M +5,179 New
RP
940
Riverwater Partners
Wisconsin
$1.37M +$7.4K +27 +0.5%
BRWA
941
B. Riley Wealth Advisors
Florida
$1.37M +$1.41M +5,138 New
PFBT
942
Parkside Financial Bank & Trust
Missouri
$1.37M +$12.6K +46 +0.9%
PWM
943
Proathlete Wealth Management
Florida
$1.34M +$274 +1 +0%
AO
944
Advisor OS
Illinois
$1.34M -$45.5K -166 -3%
PAM
945
Paradigm Asset Management
New York
$1.33M -$1.18M -4,300 -46%
GFA
946
Gifford Fong Associates
California
$1.33M – – –
PWM
947
Perigon Wealth Management
California
$1.33M +$77.6K +283 +6%
GL
948
Graypoint LLC
New York
$1.33M +$94.8K +346 +7%
RWP
949
RWA Wealth Partners
Massachusetts
$1.32M +$218K +794 +19%
ACM
950
Advisors Capital Management
New Jersey
$1.32M -$77.8K -284 -5%
36 37
38
39 40