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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1376
Vivaldi Capital Management
Illinois
$341K +$8.11K +31 +3%
RWP
1377
Revolve Wealth Partners
New Jersey
$340K +$20.7K +79 +7%
IA
1378
IFG Advisory
Georgia
$340K +$1.31K +5 +0.4%
GC
1379
Guidance Capital
Kentucky
$339K +$314K +1,200 New
SP
1380
Stonebrook Private
Michigan
$339K +$13.3K +51 +4%
PWA
1381
Providence Wealth Advisors
Illinois
$339K
VCA
1382
Verdence Capital Advisors
Maryland
$338K -$25.9K -99 -8%
IIA
1383
Integral Investment Advisors
California
$337K -$5.49K -21 -2%
PWM
1384
Pines Wealth Management
North Carolina
$335K +$9.68K +37 +3%
KFC
1385
Klingenstein Fields & Co
New York
$334K
NFSG
1386
Newbridge Financial Services Group
Florida
$334K +$214K +817 +226%
LWP
1387
LMG Wealth Partners
Louisiana
$332K
CWM
1388
CMH Wealth Management
New Hampshire
$328K
GA
1389
Goldstein Advisors
Wisconsin
$327K +$14.6K +56 +5%
CPA
1390
Capital Performance Advisors
California
$325K -$8.63K -33 -3%
PBC
1391
Pavion Blue Capital
California
$324K
MA
1392
MONECO Advisors
Connecticut
$324K -$21.2K -81 -7%
BTWM
1393
Baker Tilly Wealth Management
Wisconsin
$323K +$10.5K +40 +4%
AFG
1394
Albion Financial Group
Utah
$322K
BIM
1395
Baldwin Investment Management
Pennsylvania
$322K +$65.4K +250 +28%
FTUS
1396
Flow Traders U.S.
New York
$321K +$3.92K +15 +1%
WTB
1397
Washington Trust Bank
Washington
$321K +$17.8K +68 +6%
PWP
1398
Perfromance Wealth Partners
Illinois
$320K -$1.31K -5 -0.4%
MYIA
1399
Mount Yale Investment Advisors
Colorado
$320K -$5.99M -22,906 -95%
CCP
1400
Cushing Capital Partners
Wisconsin
$318K +$294K +1,125 New