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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
951
Marino Stram & Associates
Massachusetts
$931K +$4.43K +22 +0.5%
IAS
952
Insigneo Advisory Services
Florida
$928K +$124K +617 +17%
PWPS
953
Pinnacle Wealth Planning Services
Ohio
$922K +$78K +387 +10%
EH
954
Equitable Holdings
New York
$918K -$672K -3,334 -44%
BFG
955
Birch Financial Group
New Hampshire
$916K +$14.3K +71 +2%
SLI
956
Sumitomo Life Insurance
Japan
$913K -$44.9K -223 -5%
FCP
957
Fidelis Capital Partners
Florida
$908K +$25.8K +128 +3%
IWMO
958
Integrated Wealth Management (Ohio)
Ohio
$894K
SWA
959
Strata Wealth Advisors
Texas
$893K +$4.63K +23 +0.6%
RDWM
960
Red Door Wealth Management
Tennessee
$891K +$1.81K +9 +0.2%
LTAS
961
Linden Thomas Advisory Services
North Carolina
$890K +$11.1K +55 +1%
LI
962
LVZ Inc
Michigan
$883K +$224K +1,109 +38%
SEIA
963
Signature Estate & Investment Advisors
California
$882K -$611K -3,031 -43%
FFS
964
Founders Financial Securities
Maryland
$882K +$531K +2,635 +188%
CCG
965
Ceeto Capital Group
Florida
$874K
CA
966
Cullinan Associates
Kentucky
$874K
LIM
967
Letson Investment Management
Georgia
$874K
LAM
968
LECAP Asset Management
United Kingdom
$870K +$803K +3,982 New
NPT
969
Nixon Peabody Trust
Massachusetts
$868K +$98.1K +487 +14%
V
970
ViaWealth
Kansas
$867K +$11.3K +56 +1%
FT
971
Fiduciary Trust
Massachusetts
$861K -$341K -1,693 -30%
LRWM
972
Lord & Richards Wealth Management
Colorado
$850K +$26K +129 +3%
CPA
973
Cardiff Park Advisors
California
$847K -$1.01K -5 -0.1%
OAM
974
Oxford Asset Management
United Kingdom
$846K +$780K +3,871 New
JF
975
Jump Financial
Illinois
$841K -$513K -2,543 -40%