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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
AFT
1501
Alpha Family Trust
California
$286K – – –
YP
1502
YANKCOM Partnership
South Dakota
$284K +$93.2K +340 +47%
WA
1503
Wealthstream Advisors
New York
$283K +$55.9K +204 +24%
LA
1504
LVW Advisors
New York
$283K +$20.8K +76 +8%
AA
1505
Auxano Advisors
Washington
$283K +$274 +1 +0.1%
CFO
1506
CVA Family Office
Colorado
$281K +$11.5K +42 +4%
GSWA
1507
Good Steward Wealth Advisors
Tennessee
$280K -$265K -966 -48%
Larson Financial Group
1508
Larson Financial Group
Missouri
$280K +$104K +379 +57%
VCA
1509
Verdence Capital Advisors
Maryland
$279K -$41.4K -151 -13%
FNC
1510
First National Corp
Massachusetts
$278K -$6.85K -25 -2%
NSIM
1511
North Star Investment Management
Illinois
$278K +$30.4K +111 +12%
Robertson Stephens Wealth Management
1512
Robertson Stephens Wealth Management
California
$275K -$80.3K -293 -22%
SCM
1513
Sterneck Capital Management
Missouri
$274K – – –
MWP
1514
Meriwether Wealth & Planning
Louisiana
$274K +$79.5K +290 +39%
HM Payson & Co
1515
HM Payson & Co
Maine
$273K -$2.74K -10 -1%
MA
1516
MONECO Advisors
Connecticut
$273K -$33.2K -121 -11%
TTWM
1517
TCV Trust & Wealth Management
Virginia
$271K +$27.1K +99 +11%
CIP
1518
Convergence Investment Partners
Florida
$271K -$27.1K -99 -9%
Obermeyer Wealth Partners
1519
Obermeyer Wealth Partners
Colorado
$270K +$43K +157 +18%
Pine Valley Investments
1520
Pine Valley Investments
New Jersey
$270K -$27.4K -100 -9%
TNA
1521
True North Advisors
Texas
$270K -$11.5K -42 -4%
CWG
1522
Cornerstone Wealth Group
North Carolina
$268K +$6.3K +23 +2%
GWSG
1523
GPS Wealth Strategies Group
Colorado
$267K -$1.65K -6 -0.6%
Sax Wealth Advisors
1524
Sax Wealth Advisors
New Jersey
$267K +$275K +1,002 New
TBWA
1525
Three Bridge Wealth Advisors
California
$267K +$274K +1,001 New