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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
1501
Community Financial Services Group
Vermont
$252K -$3.78M -14,456 -94%
DAS
1502
Diversify Advisory Services
Utah
$251K -$4.45K -17 -2%
DF
1503
Define Financial
California
$251K +$4.45K +17 +2%
AWA
1504
Amplius Wealth Advisors
Pennsylvania
$250K +$231K +882 New
OPPS
1505
Obsidian Personal Planning Solutions
Maryland
$249K
CSP
1506
Cary Street Partners
Virginia
$249K -$27.7K -106 -11%
CPA
1507
Cardiff Park Advisors
California
$248K
C
1508
Covestor
United Kingdom
$248K +$28K +107 +14%
APW
1509
Austin Private Wealth
Texas
$248K +$9.42K +36 +4%
EDRH
1510
Edmond de Rothschild Holding
Switzerland
$247K -$192K -735 -46%
BFO
1511
Boston Family Office
Massachusetts
$247K +$228K +872 New
JIP
1512
Jaffetilchin Investment Partners
Florida
$247K +$228K +872 New
AFG
1513
ABLE Financial Group
Arizona
$246K +$228K +870 New
TW
1514
Traveka Wealth
California
$245K +$785 +3 +0.3%
OC
1515
Oakworth Capital
Alabama
$245K +$8.63K +33 +4%
SCP
1516
Sandhill Capital Partners
New York
$244K
LWP
1517
LeClair Wealth Partners
Ohio
$243K -$262 -1 -0.1%
WA
1518
Wealthstream Advisors
New York
$243K +$224K +858 New
OWP
1519
Obermeyer Wealth Partners
Colorado
$242K +$224K +856 New
TFA
1520
Tobias Financial Advisors
Florida
$242K
FFM
1521
Fullerton Fund Management
Singapore
$241K -$582K -2,224 -72%
Cohen & Steers
1522
Cohen & Steers
New York
$241K +$222K +850 New
BWM
1523
Baron Wealth Management
Michigan
$239K +$221K +844 New
OWA
1524
Opal Wealth Advisors
New York
$239K +$221K +844 New
AWA
1525
AGH Wealth Advisors
Kansas
$239K -$4.18K -16 -2%