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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1601
Highline Wealth Partners
California
$69.7K -$1.01K -5 -2%
PWA
1602
Physician Wealth Advisors
Utah
$69.7K -$9.07K -45 -12%
ITG
1603
Index Technologies Group
New York
$69.2K +$63.9K +317 New
CPG
1604
Cornerstone Planning Group
New Jersey
$68.8K +$9.27K +46 +16%
CA
1605
Centerpoint Advisors
Massachusetts
$68K – – –
MWM
1606
Mascoma Wealth Management
New Hampshire
$67.9K – – –
BFPW
1607
BOK Financial Private Wealth
Colorado
$67.7K +$1.01K +5 +2%
BWS
1608
Buck Wealth Strategies
Colorado
$67K +$61.9K +307 New
MO
1609
McMillan Office
Michigan
$66.6K – – –
SGK
1610
Steigerwald Gordon & Koch
Virginia
$66.6K – – –
CBT
1611
Crews Bank & Trust
Florida
$66.2K – – –
FRA
1612
Front Row Advisors
California
$65.2K – – –
FA
1613
Fedenia Advisers
Wisconsin
$62.3K +$57.4K +285 New
AFC
1614
Ares Financial Consulting
California
$61.2K – – –
HIA
1615
Harbor Investment Advisory
Maryland
$60.7K – – –
WIM
1616
Westside Investment Management
California
$60.5K – – –
VC
1617
Vestor Capital
Illinois
$59K +$299K +1,486 +531%
TWD
1618
True Wealth Design
Ohio
$58.5K -$15.9K -79 -23%
BIA
1619
Bell Investment Advisors
California
$56.8K -$3.43K -17 -6%
CVM
1620
Cheviot Value Management
California
$54.6K – – –
AIM
1621
Axiom Investment Management
New York
$53.3K +$17.5K +87 +55%
KAS
1622
Kemnay Advisory Services
New York
$52.6K +$1.41K +7 +3%
SIC
1623
Salem Investment Counselors
North Carolina
$51.8K – – –
TFM
1624
TFC Financial Management
Massachusetts
$51.3K +$605 +3 +1%
BWAM
1625
Boyd Watterson Asset Management
Ohio
$51.1K – – –