We are live on ! Find out more
PGR icon

Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
FI
1251
Finivi Inc
Massachusetts
$527K +$541K +1,975 New
AIA
1252
Affinity Investment Advisors
California
$525K
OC
1253
Oarsman Capital
Wisconsin
$521K +$43.3K +158 +9%
LI
1254
LVZ Inc
Michigan
$521K +$822 +3 +0.2%
Luther King Capital Management (LKCM)
1255
Luther King Capital Management (LKCM)
Texas
$520K -$10.1K -37 -2%
QWP
1256
Quotient Wealth Partners
Texas
$516K +$36.7K +134 +7%
Simplex Trading
1257
Simplex Trading
Illinois
$516K +$530K +1,935 New
LAM
1258
Lewis Asset Management
California
$516K
DCA
1259
DSG Capital Advisors
Minnesota
$515K +$529K +1,931 New
VFA
1260
Voya Financial Advisors
Connecticut
$513K -$28.2K -103 -5%
BWP
1261
Bernardo Wealth Planning
Pennsylvania
$511K +$4.66K +17 +0.9%
TNBTD
1262
Trustmark National Bank Trust Department
Mississippi
$511K +$76.5K +279 +17%
MBTD
1263
Mechanics Bank - Trust Department
California
$511K +$4.93K +18 +0.9%
CPC
1264
Cookson Peirce & Co
Pennsylvania
$510K +$89.1K +325 +20%
MNBTD
1265
Moody National Bank Trust Division
Texas
$509K +$14K +51 +3%
BCM
1266
Basswood Capital Management
New York
$507K
NG
1267
Norden Group
Utah
$505K +$273K +997 +111%
MCA
1268
Magnolia Capital Advisors
Mississippi
$504K -$28K -102 -5%
WCWM
1269
Willow Creek Wealth Management
California
$504K
CT
1270
Clearstead Trust
Maine
$503K +$74.6K +272 +17%
SHFP
1271
Second Half Financial Partners
Florida
$503K -$14.3K -52 -3%
RWM
1272
Revisor Wealth Management
Ohio
$502K -$7.4K -27 -1%
NWWA
1273
New Wave Wealth Advisors
Arkansas
$498K +$1.37K +5 +0.3%
B
1274
Bellecapital
Switzerland
$495K
IG
1275
ING Group
Netherlands
$494K +$508K +1,852 New