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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
QFW
1201
QTR Family Wealth
Florida
$608K +$7.13K +26 +1%
SSC
1202
Syverson Strege & Co
Iowa
$606K +$623K +2,272 New
AWM
1203
Avior Wealth Management
Nebraska
$602K -$297K -1,083 -32%
WA
1204
Waddell & Associates
Tennessee
$599K +$34.5K +126 +6%
SAM
1205
Silvercrest Asset Management
New York
$598K +$180K +655 +41%
MWM
1206
Maripau Wealth Management
Indiana
$598K +$32.3K +118 +6%
UHC
1207
Union Heritage Capital
Michigan
$597K
SWM
1208
Stockman Wealth Management
Montana
$595K
MAWA
1209
Moss Adams Wealth Advisors
Washington
$595K +$94.3K +344 +18%
EAM
1210
Empirical Asset Management
Massachusetts
$594K +$74.8K +273 +14%
ICP
1211
Interchange Capital Partners
Pennsylvania
$592K +$31.8K +116 +6%
VCM
1212
Virtue Capital Management
Tennessee
$590K -$91.8K -335 -13%
PWS
1213
Precision Wealth Strategies
Missouri
$589K +$76.2K +278 +14%
DE
1214
Diversified Enterprises
Delaware
$589K -$72.9K -266 -11%
AIC
1215
Archer Investment Corporation
Indiana
$588K
JWCA
1216
J.W. Coons Advisors
Ohio
$587K
PFW
1217
Petros Family Wealth
Minnesota
$587K +$86.3K +315 +17%
KWM
1218
Kingsview Wealth Management
Oregon
$584K -$1.92K -7 -0.3%
JCM
1219
Jacobi Capital Management
Pennsylvania
$584K +$4.66K +17 +0.8%
Financial Engines Advisors
1220
Financial Engines Advisors
California
$583K +$599K +2,186 New
GS
1221
GTS Securities
Florida
$581K -$308K -1,123 -34%
FHC
1222
First Heartland Consultants
Missouri
$578K -$21.9K -80 -4%
KAS
1223
KPP Advisory Services
Kentucky
$575K -$6.3K -23 -1%
1WA
1224
180 Wealth Advisors
Washington
$573K -$299K -1,091 -34%
DCM
1225
DGS Capital Management
New Jersey
$565K +$17.5K +64 +3%