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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
QWP
1201
Quotient Wealth Partners
Texas
$451K +$13.8K +61 +3%
SAM
1202
Silvercrest Asset Management
New York
$450K +$2.48K +11 +0.6%
Twin Tree Management
1203
Twin Tree Management
Texas
$446K +$442K +1,957 New
FI
1204
Finivi Inc
Massachusetts
$442K -$9.71K -43 -2%
OWA
1205
Opal Wealth Advisors
New York
$441K +$17.4K +77 +4%
LAM
1206
Lewis Asset Management
California
$440K +$226 +1 +0.1%
CAG
1207
Csenge Advisory Group
Florida
$437K -$1.43M -6,325 -77%
LIP
1208
Lighthouse Investment Partners
Florida
$435K -$1.36M -6,025 -76%
SHFP
1209
Second Half Financial Partners
Florida
$435K -$43.1K -191 -9%
APG
1210
Abacus Planning Group
South Carolina
$435K
BWP
1211
Bernardo Wealth Planning
Pennsylvania
$434K -$5.19K -23 -1%
MWM
1212
Maripau Wealth Management
Indiana
$433K +$41.3K +183 +11%
EA
1213
Everpar Advisors
Oklahoma
$433K +$42.7K +189 +11%
OFG
1214
Oxford Financial Group
Indiana
$431K +$7K +31 +2%
SSC
1215
Syverson Strege & Co
Iowa
$430K -$42.9K -190 -9%
SFC
1216
SYM Financial Corp
Indiana
$429K +$37.7K +167 +10%
OF
1217
Optimize Financial
California
$427K +$5.42K +24 +1%
PFA
1218
Pure Financial Advisors
California
$425K +$422K +1,868 New
MC
1219
Moors & Cabot
Massachusetts
$424K -$90.3K -400 -18%
AWM
1220
Axxcess Wealth Management
California
$423K +$6.78K +30 +2%
OCBCO
1221
Oversea-Chinese Banking Corp (OCBC)
Singapore
$422K -$828K -3,667 -66%
SAM
1222
Synergy Asset Management
Washington
$422K -$1.1M -4,886 -73%
AA
1223
ALPS Advisors
Colorado
$421K +$3.39K +15 +0.8%
TCM
1224
Teza Capital Management
Illinois
$420K +$43.1K +191 +12%
SWP
1225
Strategic Wealth Partners
Ohio
$420K +$8.36K +37 +2%