We are live on ! Find out more
PGR icon

Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1101
Fiduciary Planning
Florida
$219K -$622K -3,970 -74%
AWA
1102
Arkadios Wealth Advisors
Georgia
$219K -$40.2K -257 -16%
TWM
1103
Trueblood Wealth Management
Ohio
$219K +$215K +1,372 New
DAS
1104
Dynamic Advisor Solutions
Arizona
$218K +$210K +1,343 New
RT
1105
Rockland Trust
Massachusetts
$217K +$213K +1,363 New
C
1106
Certuity
Florida
$217K +$213K +1,362 New
CA
1107
Claro Advisors
Massachusetts
$217K -$22.5K -144 -10%
OWA
1108
Octavia Wealth Advisors
Ohio
$216K -$16.3K -104 -7%
DOA
1109
D'Orazio & Associates
Virginia
$215K +$212K +1,351 New
PVI
1110
Pine Valley Investments
New Jersey
$214K +$211K +1,346 New
1SB
1111
1ST Source Bank
Indiana
$213K +$210K +1,339 New
LTAS
1112
Linden Thomas Advisory Services
North Carolina
$213K +$209K +1,336 New
CSPIA
1113
Cary Street Partners Investment Advisory
Virginia
$213K +$104K +665 +99%
AP
1114
Americana Partners
Texas
$212K +$209K +1,333 New
HFM
1115
Harvest Fund Management
China
$212K +$191K +1,217 +1,087%
WP
1116
WMS Partners
Maryland
$212K +$208K +1,329 New
BAM
1117
Belpointe Asset Management
Nevada
$212K +$208K +1,328 New
CPC
1118
Cookson Peirce & Co
Pennsylvania
$211K +$207K +1,324 New
MA
1119
Mezzasalma Advisors
New Jersey
$210K +$206K +1,316 New
MMPW
1120
Mitchell McLeod Pugh & Williams
Alabama
$209K +$205K +1,312 New
IF
1121
Intrua Financial
Texas
$208K -$21.3K -136 -9%
RMDI
1122
R.M. Davis Inc
Maine
$208K +$204K +1,306 New
LAI
1123
Legal Advantage Investments
California
$207K -$31.3K -200 -13%
VCM
1124
Vivaldi Capital Management
Illinois
$206K +$177K +1,129 New
BCMO
1125
Buckingham Capital Management (Ohio)
Ohio
$205K +$202K +1,289 New
43 44
45
46 47