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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1051
Heritage Financial Services
Massachusetts
$5K +$5.67K +50 New
FBT
1052
First Bank & Trust
South Dakota
$4K – – –
PPWM
1053
PFG Private Wealth Management
Florida
$4K – – –
TIM
1054
Tevis Investment Management
Texas
$4K – – –
CMP
1055
Coston McIsaac & Partners
Maine
$4K +$3.52K +31 New
PFGIA
1056
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$7.71K -68 -69%
AA
1057
Addison Advisors
Vermont
$3K – – –
BHWM
1058
Beaird Harris Wealth Management
Texas
$3K – – –
LWANC
1059
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
SSB
1060
Sandy Spring Bank
Maryland
$3K – – –
SC
1061
Sierra Capital
Florida
$3K – – –
SIS
1062
Sound Income Strategies
Florida
$3K – – –
SFCL
1063
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
WWM
1064
Wolff Wiese Magana
California
$3K – – –
CWP
1065
Concord Wealth Partners
Virginia
$2K -$44.8K -395 -96%
Loomis, Sayles & Company
1066
Loomis, Sayles & Company
Massachusetts
$2K -$3.29K -29 -64%
BWM
1067
BerganKDV Wealth Management
Minnesota
$2K – – –
NIC
1068
Northwest Investment Counselors
Oregon
$2K – – –
HS
1069
Horan Securities
United States
$2K +$1.7K +15 New
FSWA
1070
Financial Synergies Wealth Advisors
Texas
$1.86K +$1.81K +16 New
CCM
1071
Cribstone Capital Management
Maine
$1K -$18.4K -162 -96%
BAM
1072
Bellevue Asset Management
Washington
$1K – – –
TFM
1073
TFC Financial Management
Massachusetts
$1K – – –
TFGT
1074
TS Financial Group (TSFG)
Illinois
$1K – – –
VRM
1075
Vectors Research Management
New York
$1K – – –