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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
1001
Capital Advisory Group Advisory Services
Minnesota
$18K +$16.8K +155 New
CHC
1002
City Holding Co
West Virginia
$17K – – –
JWA
1003
JFS Wealth Advisors
Pennsylvania
$17K +$10.8K +100 +192%
SouthState Corp
1004
SouthState Corp
Florida
$16K -$2.06K -19 -12%
APC
1005
Aspire Private Capital
North Carolina
$16K – – –
MHR
1006
Matthew Hamilton Rosenberg
$16K – – –
VCM
1007
Versant Capital Management
Arizona
$15K -$324 -3 -2%
PWMG
1008
Prestige Wealth Management Group
New Jersey
$15K +$5.3K +49 +60%
Bartlett & Co Wealth Management
1009
Bartlett & Co Wealth Management
Ohio
$14.2K +$13.5K +125 New
Bartlett & Co
1010
Bartlett & Co
Ohio
$14K +$13.5K +125 New
GC
1011
Globeflex Capital
California
$13K -$1.95K -18 -14%
LB
1012
Legacy Bridge
Iowa
$13K – – –
CHA
1013
Carmichael Hill & Associates
Maryland
$12K – – –
ZIG
1014
Zullo Investment Group
Pennsylvania
$12K – – –
PineBridge Investments
1015
PineBridge Investments
New York
$11K -$130K -1,200 -92%
EWM
1016
Endurance Wealth Management
Rhode Island
$11K -$2.49K -23 -19%
PFGIA
1017
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
WPA
1018
West Paces Advisors
Georgia
$10.3K +$3.35K +31 +53%
SGAM
1019
Smith Group Asset Management
Texas
$10K -$1.08K -10 -10%
RFWA
1020
RPg Family Wealth Advisory
Massachusetts
$9.46K +$8.98K +83 New
RWM
1021
Raffa Wealth Management
District of Columbia
$9.35K – – –
NL
1022
NVWM LLC
Pennsylvania
$9K – – –
AIP
1023
Ahrens Investment Partners
Louisiana
$8K – – –
CWC
1024
Carolinas Wealth Consulting
North Carolina
$8K – – –
IAS
1025
IMA Advisory Services
Colorado
$8K – – –