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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
CS
1176
Cannell & Spears
New York
$563K +$1.83K +7 +0.4%
NWMG
1177
National Wealth Management Group
Ohio
$562K +$520K +1,987 New
Luther King Capital Management (LKCM)
1178
Luther King Capital Management (LKCM)
Texas
$561K +$31.4K +120 +6%
SIM
1179
Stratos Investment Management
Ohio
$558K +$41.3K +158 +9%
AIA
1180
Affinity Investment Advisors
California
$556K -$131K -500 -20%
GPW
1181
Gentry Private Wealth
Kansas
$556K +$514K +1,964 New
EAM
1182
Empirical Asset Management
Massachusetts
$553K +$511K +1,954 New
LI
1183
LVZ Inc
Michigan
$552K +$40.3K +154 +9%
Verition Fund Management
1184
Verition Fund Management
Connecticut
$552K -$9.59M -36,658 -95%
CIM
1185
Contravisory Investment Management
Massachusetts
$549K +$9.94K +38 +2%
SHFP
1186
Second Half Financial Partners
Florida
$548K -$18.6K -71 -4%
LAM
1187
Lewis Asset Management
California
$547K
PWS
1188
Precision Wealth Strategies
Missouri
$546K +$89.2K +341 +21%
PWMAG
1189
Pinnacle Wealth Management Advisory Group
New Jersey
$545K +$10.2K +39 +2%
SW
1190
Simplicity Wealth
New Jersey
$540K +$499K +1,907 New
BCM
1191
Basswood Capital Management
New York
$537K
BWP
1192
Bernardo Wealth Planning
Pennsylvania
$537K +$6.54K +25 +1%
BC
1193
Bayforest Capital
United Kingdom
$537K +$348K +1,330 +235%
MBTD
1194
Mechanics Bank - Trust Department
California
$536K -$37.7K -144 -7%
WCWM
1195
Willow Creek Wealth Management
California
$534K -$79.8K -305 -14%
MAWA
1196
Moss Adams Wealth Advisors
Washington
$533K +$54.4K +208 +12%
PFW
1197
Petros Family Wealth
Minnesota
$533K +$58.1K +222 +13%
FRA
1198
Front Row Advisors
California
$532K -$1.83K -7 -0.4%
NWWA
1199
New Wave Wealth Advisors
Arkansas
$527K +$26.2K +100 +6%
ATC
1200
Argent Trust Co
Tennessee
$526K +$54.9K +210 +13%