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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
NS
1051
NBC Securities
Alabama
$609K +$11.6K +56 +2%
LWM
1052
Lakeridge Wealth Management
Ohio
$604K +$43.3K +210 +7%
Capstone Investment Advisors
1053
Capstone Investment Advisors
New York
$603K -$259K -1,256 -29%
RG
1054
Renaissance Group
Kentucky
$602K +$111K +540 +22%
SFS
1055
Sowell Financial Services
Arkansas
$601K +$31.2K +151 +5%
AAS
1056
Ameritas Advisory Services
Nebraska
$601K -$182K -884 -23%
CCA
1057
Coign Capital Advisors
Utah
$598K +$44.6K +216 +8%
FPW
1058
Fairvoy Private Wealth
Alabama
$598K -$2.65M -12,855 -81%
MCM
1059
Manchester Capital Management
Vermont
$597K -$4.75K -23 -0.8%
SFS
1060
Symphony Financial Services
Ohio
$594K -$15.3K -74 -2%
KAM
1061
Knightsbridge Asset Management
California
$594K +$103K +501 +20%
MCM
1062
Monarch Capital Management
Indiana
$593K +$432K +2,093 +233%
ONB
1063
Old National Bancorp
Indiana
$593K -$111K -538 -15%
CF
1064
Convergence Financial
Missouri
$590K -$5.99K -29 -1%
WAM
1065
Wakefield Asset Management
Colorado
$588K
PAM
1066
Peak Asset Management
Colorado
$587K
AG
1067
AlTi Global
New York
$584K -$121K -585 -17%
HI
1068
Harbour Investments
Wisconsin
$584K +$256K +1,240 +73%
KA
1069
Klingman & Associates
New York
$582K +$2.06K +10 +0.3%
LI
1070
LVZ Inc
Michigan
$582K +$31.2K +151 +5%
BA
1071
Bridgewater Advisors
New York
$581K -$208K -1,010 -25%
PCM
1072
Permanent Capital Management
Illinois
$581K -$382K -1,849 -39%
AW
1073
Alteri Wealth
California
$579K -$48.3K -234 -7%
IAN
1074
Integrated Advisors Network
Texas
$578K -$106K -514 -15%
7WCP
1075
71 West Capital Partners
Massachusetts
$577K +$113K +547 +23%