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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
1526
Oregon Pacific Wealth Management
Oregon
$207K -$22.4K -91 -10%
AWE
1527
Avidian Wealth Enterprises
Texas
$207K -$13.8K -56 -6%
CWS
1528
Cypress Wealth Services
California
$205K -$3.45K -14 -2%
QFA
1529
Quantum Financial Advisors
California
$205K -$493 -2 -0.2%
MMPW
1530
Mitchell McLeod Pugh & Williams
Alabama
$205K -$30.3K -123 -11%
CIAM
1531
Caitong International Asset Management
Hong Kong
$204K +$95.2K +386 +88%
PA
1532
Procyon Advisors
Connecticut
$204K +$18.7K +76 +10%
CWM
1533
Cornerstone Wealth Management
Missouri
$203K -$1.97K -8 -1%
PCM
1534
Prelude Capital Management
New York
$203K -$128K -520 -39%
OR
1535
Olympiad Research
Connecticut
$203K -$106K -428 -34%
CAAS
1536
Capital Asset Advisory Services
Michigan
$201K +$13.6K +55 +7%
HCWM
1537
Hidden Cove Wealth Management
Washington
$200K +$200K +810 New
DJSG
1538
D.J. St. Germain
Massachusetts
$199K
QC
1539
Quent Capital
New York
$191K -$247 -1 -0.1%
ECM
1540
Eisler Capital Management
United Kingdom
$191K +$74K +300 +61%
CSPIA
1541
Cary Street Partners Investment Advisory
Virginia
$178K -$2.46K -10 -1%
TFIPS
1542
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K +$17.3K +70 +11%
YP
1543
YANKCOM Partnership
South Dakota
$176K -$87K -353 -33%
FM
1544
Freemont Management
Switzerland
$173K -$1.43M -5,800 -89%
CCM
1545
Chilton Capital Management
Texas
$171K -$32.5K -132 -16%
JGIA
1546
Jackson Grant Investment Advisers
Connecticut
$169K
AF
1547
Advisornet Financial
Minnesota
$169K -$30.8K -125 -15%
GWP
1548
Gen-Wealth Partners
Michigan
$162K
IBOK
1549
Independence Bank of Kentucky
Kentucky
$161K +$129K +525 +420%
HWA
1550
Heartwood Wealth Advisors
Virginia
$159K +$159K +644 New