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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1451
Pine Valley Investments
New Jersey
$237K -$452 -2 -0.2%
ST
1452
Sageworth Trust
Pennsylvania
$236K -$39.7K -176 -15%
BFO
1453
Boston Family Office
Massachusetts
$236K
HDIM
1454
Hanson & Doremus Investment Management
Vermont
$235K -$3.39K -15 -1%
PAS
1455
Parsonex Advisory Services
Colorado
$235K +$19.4K +86 +9%
BCM
1456
Becker Capital Management
Oregon
$234K +$1.13K +5 +0.5%
WWC
1457
Waypoint Wealth Counsel
Georgia
$233K +$231K +1,025 New
AA
1458
Advisory Alpha
Michigan
$233K -$13.6K -60 -6%
BF
1459
Brogan Financial
Tennessee
$232K -$71.6K -317 -24%
Betterment LLC
1460
Betterment LLC
New York
$232K +$5.65K +25 +3%
JTWM
1461
Jackson Thornton Wealth Management
Alabama
$232K +$247K +1,092 New
JCM
1462
Jacobsen Capital Management
Utah
$231K +$12.9K +57 +6%
SCM
1463
Sterneck Capital Management
Missouri
$231K -$2.94K -13 -1%
SNB
1464
Security National Bank
Nebraska
$231K
DE
1465
DV Equities
Illinois
$231K +$229K +1,013 New
APP
1466
Avantax Planning Partners
Iowa
$230K -$4.97K -22 -2%
EWM
1467
Evolution Wealth Management
Florida
$230K +$226K +1,000 +8,333%
CCA
1468
Catalyst Capital Advisors
New York
$230K -$65.9K -292 -22%
MA
1469
MONECO Advisors
Connecticut
$230K +$5.42K +24 +2%
LSPW
1470
Lake Street Private Wealth
Illinois
$229K +$8.36K +37 +4%
WRPWM
1471
Werba Rubin Papier Wealth Management
California
$229K +$22.8K +101 +11%
GRWP
1472
Green Ridge Wealth Planning
New Jersey
$228K +$226K +1,002 New
Cohen & Steers
1473
Cohen & Steers
New York
$228K
ONST
1474
Old North State Trust
North Carolina
$228K
HPC
1475
HM Payson & Co
Maine
$228K +$4.52K +20 +2%