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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
1326
YHB Investment Advisors
Connecticut
$319K +$7.25K +36 +3%
TW
1327
TritonPoint Wealth
Maryland
$313K -$23.6K -117 -8%
SCM
1328
Stonehearth Capital Management
Massachusetts
$313K
VHAM
1329
Van Hulzen Asset Management
California
$313K +$289K +1,432 New
OWP
1330
Obermeyer Wealth Partners
Colorado
$312K +$30.8K +153 +12%
JWS
1331
Juncture Wealth Strategies
Arizona
$311K
PG
1332
Prostatis Group
Maryland
$311K +$287K +1,425 New
FI
1333
FWG Investments
Kentucky
$311K
PL
1334
Plancorp LLC
Missouri
$310K -$13.5K -67 -5%
CA
1335
Cortland Associates
Missouri
$310K -$5.04K -25 -2%
1WA
1336
180 Wealth Advisors
Washington
$309K -$9.88K -49 -3%
GPW
1337
Genesis Private Wealth
Virginia
$309K -$58.4K -290 -17%
DWM
1338
Dogwood Wealth Management
Kansas
$308K -$15.3K -76 -5%
SWM
1339
Selective Wealth Management
Virginia
$307K +$8.46K +42 +3%
BCWM
1340
Bartlett & Co Wealth Management
Ohio
$307K +$7.05K +35 +3%
1SB
1341
1ST Source Bank
Indiana
$306K -$41.9K -208 -13%
OC
1342
Oarsman Capital
Wisconsin
$306K -$24.4K -121 -8%
FHA
1343
Flagship Harbor Advisors
Massachusetts
$304K -$149K -739 -35%
DW30
1344
Drucker Wealth 3.0
New Jersey
$303K +$280K +1,388 New
FWP
1345
Falcon Wealth Planning
California
$302K -$25K -124 -8%
GKFF
1346
George Kaiser Family Foundation
Oklahoma
$301K -$34.1K -169 -11%
PGCM
1347
Prescott Group Capital Management
Oklahoma
$301K -$34.1K -169 -11%
SYBT
1348
Stock Yards Bank & Trust
Kentucky
$299K +$5.64K +28 +2%
IC
1349
Inscription Capital
Texas
$297K -$52K -258 -16%
AF
1350
Advisornet Financial
Minnesota
$297K +$73.2K +363 +36%