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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1551
Harbor Investment Advisory
Maryland
$55.1K -$73.3K -355 -56%
BIA
1552
Bell Investment Advisors
California
$54.9K -$206 -1 -0.4%
GAA
1553
Global Assets Advisory
Florida
$54.5K +$56.8K +275 New
AFC
1554
Ares Financial Consulting
California
$54.2K +$619 +3 +1%
WIM
1555
Westside Investment Management
California
$54.1K
CCM
1556
Chilton Capital Management
Texas
$53.5K -$68.7K -333 -55%
CVM
1557
Cheviot Value Management
California
$49.6K
WA
1558
Westfuller Advisors
New York
$48.8K
VT
1559
Volterra Technologies
New York
$48.2K +$50.2K +243 New
SIC
1560
Salem Investment Counselors
North Carolina
$47K +$48.9K +237 New
BWAM
1561
Boyd Watterson Asset Management
Ohio
$46.4K
KAS
1562
Kemnay Advisory Services
New York
$46.4K +$206 +1 +0.4%
TFM
1563
TFC Financial Management
Massachusetts
$46K +$619 +3 +1%
UOTTAIMCU
1564
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$45.8K
OA
1565
Operose Advisors
Wisconsin
$45.6K +$34.5K +167 +265%
RF
1566
Roxbury Financial
New Jersey
$45.2K +$2.89K +14 +7%
VWA
1567
Valued Wealth Advisors
Utah
$45.2K +$27K +131 +135%
JWA
1568
JFS Wealth Advisors
Pennsylvania
$44K -$8.46K -41 -16%
RF
1569
Rossby Financial
Florida
$43.9K +$31.2K +151 +199%
PWAM
1570
Private Wealth Asset Management
Iowa
$42.8K -$619 -3 -1%
FLP
1571
Financial Life Planners
Arizona
$42.6K +$44.4K +215 New
CTA
1572
Colonial Trust Advisors
South Carolina
$41K -$5.16K -25 -11%
TGY2IT
1573
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$41K +$42.7K +207 New
GEA
1574
Glen Eagle Advisors
New Jersey
$40.6K -$13.4K -65 -24%
1M
1575
1248 Management
Missouri
$40.2K -$122K -592 -74%