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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1326
49 Wealth Management
Texas
$280K +$19.6K +95 +7%
GM
1327
GeoWealth Management
Illinois
$278K -$7.22K -35 -2%
AWM
1328
Ameliora Wealth Management
Switzerland
$278K +$7.84K +38 +3%
SAM
1329
Secure Asset Management
Michigan
$278K -$900K -4,361 -76%
WETS
1330
Wealth Enhancement Trust Services
South Dakota
$277K -$780K -3,779 -73%
BC
1331
Bridgefront Capital
Texas
$276K +$288K +1,393 New
ACM
1332
Aster Capital Management
United Arab Emirates
$275K -$844K -4,089 -81%
LOIM
1333
Liberty One Investment Management
Illinois
$274K +$268K +1,297 +1,544%
BCWM
1334
Bartlett & Co Wealth Management
Ohio
$273K +$7.84K +38 +3%
FWI
1335
Facet Wealth Inc
Maryland
$272K +$72.7K +352 +34%
TWM
1336
Trueblood Wealth Management
Ohio
$272K -$14.2K -69 -5%
CCM
1337
Canal Capital Management
Virginia
$270K +$282K +1,364 New
PL
1338
Plancorp LLC
Missouri
$270K -$13K -63 -4%
BFA
1339
Beacon Financial Advisory
Ohio
$270K +$281K +1,361 New
FSA
1340
Franklin Street Advisors
North Carolina
$269K +$91.6K +444 +49%
GA
1341
Greenspring Advisors
Maryland
$269K +$46.9K +227 +20%
PEAK6
1342
PEAK6
Illinois
$269K +$280K +1,355 New
PCA
1343
Pallas Capital Advisors
Massachusetts
$268K -$432K -2,092 -61%
PWM
1344
Pines Wealth Management
North Carolina
$266K -$11.4K -55 -4%
SYBT
1345
Stock Yards Bank & Trust
Kentucky
$265K +$56.8K +275 +26%
CCA
1346
Childress Capital Advisors
Texas
$264K -$18.6K -90 -6%
HPC
1347
HM Payson & Co
Maine
$264K +$68.7K +333 +33%
FFWA
1348
Forthright Family Wealth Advisory
Texas
$264K
ICM
1349
Islay Capital Management
Texas
$264K +$275K +1,330 New
BWM
1350
Baron Wealth Management
Michigan
$262K +$90.8K +440 +50%