We are live on ! Find out more
PGR icon

Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1351
Koshinski Asset Management
Illinois
$262K +$31.8K +154 +13%
MA
1352
Mezzasalma Advisors
New Jersey
$261K -$48.5K -235 -15%
MCC
1353
Money Concepts Capital
Florida
$260K -$80.3K -389 -23%
PFM
1354
Phillips Financial Management
Indiana
$260K -$3.71K -18 -1%
CFO
1355
CVA Family Office
Colorado
$260K +$51.6K +250 +24%
DOA
1356
D'Orazio & Associates
Virginia
$259K -$1.45K -7 -0.5%
SL
1357
SFM LLC
New Hampshire
$258K +$268K +1,299 New
RG
1358
Rathbones Group
United Kingdom
$257K -$15.5K -75 -5%
DBRC
1359
D.B. Root & Company
Pennsylvania
$256K -$1.45K -7 -0.5%
TWP
1360
Triad Wealth Partners
Kansas
$255K +$49.1K +238 +23%
AP
1361
Anchyra Partners
Georgia
$255K +$13K +63 +5%
SWA
1362
Sax Wealth Advisors
New Jersey
$254K -$31K -150 -12%
CWMS
1363
Cannon Wealth Management Services
North Carolina
$254K +$3.71K +18 +1%
TTWM
1364
TCV Trust & Wealth Management
Virginia
$253K
OWP
1365
Obermeyer Wealth Partners
Colorado
$253K
CG
1366
Corundum Group
Colorado
$253K -$95.1K -461 -27%
SWM
1367
Seed Wealth Management
Illinois
$252K
VR
1368
Vision Retirement
New Jersey
$252K -$608K -2,944 -70%
EFG
1369
Embree Financial Group
Illinois
$251K +$74.3K +360 +40%
TFA
1370
Tobias Financial Advisors
Florida
$250K -$25.6K -124 -9%
TA
1371
TrueWealth Advisors
Alabama
$249K -$495K -2,400 -66%
SAI
1372
Systematic Alpha Investments
New Jersey
$249K
LPFG
1373
Landing Point Financial Group
Ohio
$249K
FOA
1374
Five Oceans Advisors
California
$249K -$1.45K -7 -0.6%
EP
1375
Edgestream Partners
New Jersey
$248K -$755K -3,658 -75%