We are live on ! Find out more
PGR icon

Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
MCWA
1201
Meadow Creek Wealth Advisors
Georgia
$389K -$31.9K -137 -8%
CG
1202
Corundum Group
Colorado
$389K +$7.21K +31 +2%
GHAM
1203
Gilman Hill Asset Management
Connecticut
$388K
BOM
1204
Bank of Marin
California
$388K -$172K -740 -33%
LTI
1205
Laffer Tengler Investments
Tennessee
$388K
CP
1206
CenterBook Partners
Connecticut
$387K +$354K +1,524 New
LI
1207
LVZ Inc
Michigan
$385K +$11.2K +48 +3%
QWP
1208
Quotient Wealth Partners
Texas
$384K +$14.2K +61 +4%
HWA
1209
HCR Wealth Advisors
California
$382K
MAWA
1210
Moss Adams Wealth Advisors
Washington
$380K +$28.6K +123 +9%
TPI
1211
Trust Point Inc
Wisconsin
$380K -$1.86K -8 -0.5%
FWIA
1212
Fort Washington Investment Advisors
Ohio
$380K +$5.12K +22 +1%
TW
1213
TritonPoint Wealth
Maryland
$380K -$45.8K -197 -12%
LCWP
1214
Legacy Capital Wealth Partners
Arkansas
$377K -$122K -526 -26%
CH
1215
Cromwell Holdings
Wyoming
$375K
FFG
1216
Fiduciary Financial Group
California
$373K +$12.8K +55 +4%
GLA
1217
Good Life Advisors
Pennsylvania
$372K +$341K +1,466 New
LWANC
1218
Laurel Wealth Advisors (North Carolina)
North Carolina
$369K
KFA
1219
Kapstone Financial Advisors
Ohio
$369K
RFN
1220
RDA Financial Network
Iowa
$369K -$20.9K -90 -6%
YWS
1221
Yarger Wealth Strategies
Ohio
$368K +$2.33K +10 +0.7%
IC
1222
Iconiq Capital
California
$368K +$337K +1,450 New
AGC
1223
Aspen Grove Capital
Colorado
$367K
CSPIA
1224
Cary Street Partners Investment Advisory
Virginia
$366K +$9.07K +39 +3%
FSA
1225
Franklin Street Advisors
North Carolina
$366K