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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
FW
1101
Fairway Wealth
Ohio
$841K
GF
1102
Gries Financial
Ohio
$839K +$126K +461 +17%
CCG
1103
Ceeto Capital Group
Florida
$833K +$856K +3,121 New
BIG
1104
Brooklyn Investment Group
New York
$826K +$346K +1,262 +35%
PP
1105
PDS Planning
Ohio
$824K -$26K -95 -3%
TI
1106
TrueMark Investments
Illinois
$820K +$842K +3,072 New
RDWM
1107
Red Door Wealth Management
Tennessee
$819K +$180K +656 +27%
KLCM
1108
KG&L Capital Management
Louisiana
$818K +$177K +647 +27%
PCM
1109
Polymer Capital Management
New York
$813K +$82.2K +300 +11%
AA
1110
Alta Advisers
United Kingdom
$810K
PCP
1111
Proficio Capital Partners
Massachusetts
$804K +$142K +518 +21%
GI
1112
Gradient Investments
Minnesota
$803K +$3.56K +13 +0.4%
VDI
1113
Vaughan David Investments
Illinois
$803K +$24.7K +90 +3%
NB
1114
Northwest Bancshares
Pennsylvania
$791K -$13.7K -50 -2%
FM
1115
Family Management
New York
$791K -$17.5K -64 -2%
PAM
1116
Peak Asset Management
Colorado
$790K
KCM
1117
Kathmere Capital Management
Pennsylvania
$790K -$64.1K -234 -7%
OFS
1118
OneAscent Financial Services
Alabama
$767K -$936K -3,416 -54%
SFS
1119
Symphony Financial Services
Ohio
$766K +$45.2K +165 +6%
HFM
1120
Hartford Funds Management
Pennsylvania
$762K -$113K -413 -13%
LWM
1121
Lakeridge Wealth Management
Ohio
$760K -$14.8K -54 -2%
AW
1122
Alteri Wealth
California
$757K -$151K -550 -16%
IPW
1123
Impact Partnership Wealth
Georgia
$757K -$41.9K -153 -5%
RZH
1124
Relyea Zuckerberg Hanson
Connecticut
$755K +$20.6K +75 +3%
SIG
1125
Sargent Investment Group
Maryland
$749K +$4.66K +17 +0.6%