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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
976
MassMutual Private Wealth & Trust
Connecticut
$212K +$18.7K +142 +10%
CWM
977
C2C Wealth Management
Arizona
$212K +$201K +1,530 New
CCM
978
Chilton Capital Management
Texas
$211K -$79.1K -601 -28%
PWMG
979
Provence Wealth Management Group
California
$210K +$198K +1,506 New
CA
980
Claro Advisors
Massachusetts
$210K +$198K +1,506 New
LAI
981
Legal Advantage Investments
California
$209K +$197K +1,500 New
NJBEST
982
New Jersey Better Educational Savings Trust
New Jersey
$209K +$197K +1,500 New
EWA
983
EP Wealth Advisors
California
$208K -$885K -6,726 -82%
VCM
984
Virtue Capital Management
Tennessee
$208K
NHT
985
New Hampshire Trust
New Hampshire
$207K -$7.24K -55 -4%
FWA
986
FSM Wealth Advisors
Ohio
$206K +$195K +1,479 New
KFA
987
Kapstone Financial Advisors
Ohio
$205K +$193K +1,470 New
LA
988
Legacy Advisors
Pennsylvania
$204K +$193K +1,467 New
OWA
989
Octavia Wealth Advisors
Ohio
$203K +$192K +1,460 New
IF
990
Intrua Financial
Texas
$201K -$60K -456 -24%
FSA
991
Franklin Street Advisors
North Carolina
$201K +$190K +1,441 New
RW
992
REDW Wealth
New Mexico
$200K +$189K +1,439 New
PP
993
PDT Partners
New York
$200K +$189K +1,437 New
AI
994
Ariel Investments
Illinois
$197K +$19.6K +149 +12%
FPFS
995
First Personal Financial Services
North Carolina
$179K
SAI
996
Systematic Alpha Investments
New Jersey
$175K +$165K +1,257 New
Jones Financial Companies
997
Jones Financial Companies
Missouri
$174K +$5.53K +42 +3%
GWS
998
Glassman Wealth Services
Virginia
$170K -$1.45K -11 -0.9%
SOS
999
Silver Oak Securities
Tennessee
$167K +$157K +1,197 New
CT
1000
Caldwell Trust
Florida
$162K -$73.7K -560 -32%