We are live on ! Find out more
PGR icon

Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1076
Wakefield Asset Management
Colorado
$648K – – –
PAM
1077
Peak Asset Management
Colorado
$647K – – –
BA
1078
Bridgewater Advisors
New York
$641K +$15.9K +79 +3%
PF
1079
Prota Financial
Texas
$641K +$53K +263 +10%
TCBWMS
1080
Texas Capital Bank Wealth Management Services
Texas
$640K -$126K -625 -18%
CAL
1081
Capital Analysts LLC
Pennsylvania
$637K +$188K +931 +47%
BTI
1082
Blue Trust Inc
Georgia
$637K -$222K -1,103 -27%
MLM
1083
Mount Lucas Management
Pennsylvania
$636K -$421K -2,088 -42%
DFS
1084
Demming Financial Services
Ohio
$636K +$57.8K +287 +11%
RPCONE
1085
Retirement Planning Company of New England
Rhode Island
$635K +$32.4K +161 +6%
RCG
1086
Ridge Creek Global
Ohio
$632K – – –
AC
1087
AlphaCore Capital
California
$632K +$58.6K +291 +11%
PCM
1088
Permanent Capital Management
Illinois
$631K – – –
AW
1089
Alteri Wealth
California
$631K -$6.65K -33 -1%
ONB
1090
Old National Bancorp
Indiana
$629K -$22.2K -110 -4%
LS
1091
Livforsakringsbolaget Skandia
Sweden
$629K -$101K -500 -15%
CICC
1092
Capital Investment Counsel (Colorado)
Colorado
$627K – – –
EFS
1093
Essex Financial Services
Connecticut
$626K -$62.3K -309 -10%
FAM
1094
Fulcrum Asset Management
United Kingdom
$623K -$3.7M -18,382 -87%
WA
1095
Wealth Alliance
New York
$622K -$62.9K -312 -10%
CAM
1096
Cidel Asset Management
Ontario, Canada
$621K +$95.9K +476 +20%
AG
1097
AlTi Global
New York
$619K -$23.2K -115 -4%
EAM
1098
Empirical Asset Management
Massachusetts
$616K +$150K +742 +36%
PWP
1099
Perfromance Wealth Partners
Illinois
$613K +$2.82K +14 +0.5%
KCM
1100
Kathmere Capital Management
Pennsylvania
$612K +$26.4K +131 +5%
42 43
44
45 46