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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1601
Maia Wealth
Colorado
$229K +$12.1K +44 +5%
AWA
1602
Amplius Wealth Advisors
Pennsylvania
$229K -$6.85K -25 -3%
TFA
1603
Tobias Financial Advisors
Florida
$228K
Cohen & Steers
1604
Cohen & Steers
New York
$227K
LSA
1605
Leonteq Securities AG
Switzerland
$226K +$114K +417 +97%
FFA
1606
Fi3 Financial Advisors
Indiana
$226K +$18.4K +67 +9%
CWS
1607
Cypress Wealth Services
California
$226K +$232K +846 New
NCM
1608
NCM Capital Management
New Jersey
$224K
DFCM
1609
Dark Forest Capital Management
Puerto Rico
$224K +$230K +838 New
DAS
1610
Diversify Advisory Services
Utah
$223K +$3.02K +11 +1%
CSP
1611
Cary Street Partners
Virginia
$222K -$12.6K -46 -5%
QFA
1612
Quantum Financial Advisors
California
$222K +$6.03K +22 +3%
V
1613
VeraBank
Texas
$222K +$228K +831 New
CWM
1614
Cornerstone Wealth Management
Missouri
$222K
TW
1615
Traveka Wealth
California
$221K -$10.1K -37 -4%
WAM
1616
Weatherly Asset Management
California
$220K
CCM
1617
Chilton Capital Management
Texas
$220K +$76.2K +278 +51%
HI
1618
Humankind Investments
New York
$219K -$108K -393 -32%
FCFC
1619
First Commonwealth Financial Corp
Pennsylvania
$218K
UFF
1620
USA Financial Formulas
Michigan
$216K +$38.6K +141 +21%
IIC
1621
Integrated Investment Consultants
Michigan
$216K +$222K +810 New
IC
1622
Inscription Capital
Texas
$216K -$167K -609 -43%
AF
1623
Advisornet Financial
Minnesota
$216K +$99K +361 +81%
USWIA
1624
UP Strategic Wealth Investment Advisors
Pennsylvania
$216K +$221K +808 New
PGFC
1625
Peapack-Gladstone Financial Corp
New Jersey
$215K -$5.48K -20 -2%