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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1276
Gladstone Institutional Advisory
Florida
$376K -$352K -1,745 -50%
BWM
1277
Baron Wealth Management
Michigan
$375K +$79.2K +393 +30%
OCM
1278
One Capital Management
California
$373K – – –
WPC
1279
Waters Parkerson & Co
Louisiana
$372K – – –
LIM
1280
Leavell Investment Management
Alabama
$372K -$9.88K -49 -3%
SBFM
1281
S-Bank Fund Management
Finland
$372K -$474K -2,350 -58%
AC
1282
Apella Capital
Connecticut
$371K -$17.7K -88 -5%
MAG
1283
MRA Advisory Group
New Jersey
$371K +$202 +1 +0.1%
TP
1284
TritonPoint Partners
Maryland
$370K +$342K +1,696 New
MWM
1285
MBE Wealth Management
Wisconsin
$368K +$605 +3 +0.2%
RSWM
1286
Robertson Stephens Wealth Management
California
$366K -$1.81K -9 -0.5%
TWIM
1287
TIAA Wealth Investment Management
New York
$366K +$14.3K +71 +4%
MBTD
1288
Mechanics Bank - Trust Department
California
$365K -$20.4K -101 -6%
WS
1289
Wedbush Securities
California
$365K -$7.05K -35 -2%
AFA
1290
AA Financial Advisors
Ohio
$363K +$9.07K +45 +3%
OAG
1291
Oakmont Advisory Group
New Mexico
$363K +$335K +1,660 New
EIM
1292
Emmett Investment Management
New York
$360K +$322K +1,600 New
OFS
1293
OneAscent Financial Services
Alabama
$360K +$8.87K +44 +3%
AGC
1294
Aspen Grove Capital
Colorado
$358K -$403 -2 -0.1%
ACM
1295
Allred Capital Management
Texas
$357K – – –
GA
1296
Goldstein Advisors
Wisconsin
$356K +$6.25K +31 +2%
SL
1297
Sentinus LLC
Illinois
$353K +$114K +566 +54%
OFG
1298
Oxford Financial Group
Indiana
$353K -$159K -790 -33%
SP
1299
Stablepoint Partners
Massachusetts
$352K -$1.61K -8 -0.5%
AO
1300
Advisor OS
Illinois
$352K -$17.7K -88 -5%