We are live on ! Find out more
PGR icon

Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1301
Ruggaard & Associates
Ohio
$464K – – –
FW
1302
Fidato Wealth
Ohio
$464K +$477K +1,739 New
KIA
1303
KCM Investment Advisors
California
$464K +$26.9K +98 +6%
LA
1304
LexAurum Advisors
Kansas
$463K +$476K +1,735 New
FFP
1305
FourThought Financial Partners
Florida
$462K +$32.6K +119 +7%
BOM
1306
Bank of Marin
California
$462K +$36.7K +134 +8%
TW
1307
TritonPoint Wealth
Maryland
$461K -$7.67K -28 -2%
JCIA
1308
Jackson Creek Investment Advisors
Colorado
$461K -$2.19K -8 -0.5%
OIS
1309
OneAscent Investment Solutions
Alabama
$461K +$51.8K +189 +12%
CA
1310
Cortland Associates
Missouri
$460K – – –
AGC
1311
Aspen Grove Capital
Colorado
$460K +$75.4K +275 +19%
LIM
1312
Leavell Investment Management
Alabama
$460K +$11K +40 +2%
MSCM
1313
McElhenny Sheffield Capital Management
Texas
$458K -$22.8K -83 -5%
ANTB
1314
AMG National Trust Bank
Colorado
$458K +$124K +451 +36%
KAM
1315
Knightsbridge Asset Management
California
$457K +$107K +389 +29%
KWA
1316
Kingswood Wealth Advisors
California
$457K -$99.8K -364 -18%
ACM
1317
Allred Capital Management
Texas
$456K -$86.6K -316 -16%
NS
1318
NBC Securities
Alabama
$454K +$4.39K +16 +0.9%
SLWA
1319
San Luis Wealth Advisors
California
$453K – – –
HAS
1320
HBW Advisory Services
California
$452K +$127K +462 +37%
CW
1321
CreativeOne Wealth
Kansas
$450K -$262K -956 -36%
SCP
1322
Sivia Capital Partners
California
$450K -$11.2K -41 -2%
MWM
1323
MBE Wealth Management
Wisconsin
$449K +$40.8K +149 +10%
ST
1324
Smithfield Trust
Pennsylvania
$449K – – –
DMBA
1325
Deseret Mutual Benefit Administrators
Utah
$449K – – –
51 52
53
54 55