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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1226
Boothbay Fund Management
New York
$229K +$206K +1,108 New
SF
1227
Summit Financial
New Jersey
$229K -$195K -1,049 -49%
PVI
1228
Pine Valley Investments
New Jersey
$229K -$44.5K -240 -18%
VCM
1229
Vivaldi Capital Management
Illinois
$228K -$13.7K -74 -7%
NRI
1230
NFP Retirement Inc
California
$228K +$204K +1,100 New
TPWA
1231
TRUE Private Wealth Advisors
Oregon
$227K +$204K +1,098 New
FPFS
1232
First Personal Financial Services
North Carolina
$227K -$28.8K -155 -12%
EW
1233
Evoke Wealth
California
$225K +$202K +1,089 New
PWP
1234
Perfromance Wealth Partners
Illinois
$224K +$201K +1,085 New
SIG
1235
Sargent Investment Group
Maryland
$224K +$201K +1,085 New
RI
1236
Ridgewood Investments
New Jersey
$224K +$201K +1,081 New
EIP
1237
Ellis Investment Partners
Pennsylvania
$222K +$199K +1,073 New
AFT
1238
Alpha Family Trust
California
$221K +$199K +1,070 New
RT
1239
Rockland Trust
Massachusetts
$221K -$54.9K -296 -22%
CW
1240
CreativeOne Wealth
Kansas
$220K +$197K +1,063 New
CCP
1241
Clarity Capital Partners
California
$219K +$196K +1,058 New
MAWA
1242
Moss Adams Wealth Advisors
Washington
$219K +$196K +1,058 New
WWP
1243
Walden Wealth Partners
Ohio
$219K +$194K +1,045 New
GBT
1244
Grove Bank & Trust
Florida
$218K
CWM
1245
Congress Wealth Management
Massachusetts
$218K -$246K -1,328 -56%
YIA
1246
YHB Investment Advisors
Connecticut
$217K +$194K +1,047 New
RSWM
1247
Robertson Stephens Wealth Management
California
$216K +$194K +1,046 New
PC
1248
Pecaut & Co
Iowa
$215K +$193K +1,039 New
Empower Advisory Group
1249
Empower Advisory Group
Colorado
$214K +$192K +1,036 New
MCB
1250
Morton Community Bank
Illinois
$214K +$192K +1,035 New