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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
1026
WhitTier Trust Company
Nevada
$83.5K -$118K -929 -59%
TWD
1027
True Wealth Design
Ohio
$83.1K +$81.2K +641 New
TWM
1028
Tradition Wealth Management
Minnesota
$83K +$507 +4 +0.6%
FCA
1029
FinTrust Capital Advisors
South Carolina
$82.5K +$23.1K +182 +40%
CSPIA
1030
Cary Street Partners Investment Advisory
Virginia
$82K +$80.1K +632 New
LS
1031
Livforsakringsbolaget Skandia
Sweden
$81.5K
MIHAS
1032
Maj Invest Holding A/S
Denmark
$78K -$2.53K -20 -3%
FFA
1033
Farther Finance Advisors
California
$77.4K +$75.7K +597 New
FWM
1034
Focused Wealth Management
New York
$76.6K
RTC
1035
Riverview Trust Company
Washington
$76K +$25.6K +202 +52%
CFO
1036
CVA Family Office
Colorado
$75.2K +$4.43K +35 +6%
PWMG
1037
Prestige Wealth Management Group
New Jersey
$73.4K +$7.73K +61 +12%
GBT
1038
Grove Bank & Trust
Florida
$73K +$71.3K +563 New
TFS
1039
TrustCore Financial Services
Tennessee
$71.3K
AWM
1040
Accurate Wealth Management
Florida
$70K +$66.7K +526 New
AWM
1041
Atticus Wealth Management
Florida
$69.9K -$5.2K -41 -7%
UIA
1042
Ulland Investment Advisors
Minnesota
$69K
AssetMark Inc
1043
AssetMark Inc
California
$68K -$622K -4,912 -90%
MA
1044
Montag & Associates
Georgia
$66.9K +$14.7K +116 +29%
GEA
1045
Glen Eagle Advisors
New Jersey
$65.6K -$20.7K -163 -24%
ZB
1046
Zions Bancorporation
Utah
$63.3K +$5.83K +46 +10%
TFP
1047
Tilia Fiduciary Partners
North Carolina
$62.6K -$4.43K -35 -7%
CA
1048
CoreCap Advisors
Michigan
$62.5K +$61.1K +482 New
BWA
1049
BDO Wealth Advisors
Florida
$62.4K
PP
1050
PrairieView Partners
Minnesota
$62K