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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
UOTTAIMCU
1626
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50.5K – – –
JWA
1627
JFS Wealth Advisors
Pennsylvania
$50K +$1.41K +7 +3%
RF
1628
Roxbury Financial
New Jersey
$49.9K – – –
AW
1629
Ankerstar Wealth
Texas
$47.6K +$43.3K +215 +7,167%
PWAM
1630
Private Wealth Asset Management
Iowa
$47.2K – – –
FCAS
1631
First Command Advisory Services
Texas
$47.2K +$17.9K +89 +70%
FLP
1632
Financial Life Planners
Arizona
$47K – – –
CTA
1633
Colonial Trust Advisors
South Carolina
$46.7K +$1.41K +7 +3%
RF
1634
Rossby Financial
Florida
$46.1K -$3.23K -16 -7%
GEA
1635
Glen Eagle Advisors
New Jersey
$45.7K +$806 +4 +2%
CA
1636
Crewe Advisors
Utah
$44.6K +$16.9K +84 +70%
1M
1637
1248 Management
Missouri
$44.3K – – –
TIM
1638
Thompson Investment Management
Wisconsin
$43.7K – – –
CFD
1639
Creative Financial Designs
Indiana
$43.5K +$403 +2 +1%
FMP
1640
Financial Management Professionals
Texas
$42.8K -$86.5K -429 -69%
S
1641
Sachetta
Massachusetts
$41.9K +$3.23K +16 +9%
DWA
1642
Delos Wealth Advisors
Texas
$41.7K +$38.5K +191 New
RRMM
1643
Regatta Research & Money Management
Louisiana
$41.5K +$38.3K +190 New
FFO
1644
Fortitude Family Office
Arizona
$41.5K +$1.21K +6 +3%
BDPWM
1645
Barnes Dennig Private Wealth Management
Ohio
$41.5K +$2.02K +10 +6%
CH
1646
Canton Hathaway
Rhode Island
$40.6K -$907K -4,500 -96%
BWL
1647
Bogart Wealth LLC
Virginia
$39.3K +$11.3K +56 +45%
KB
1648
Kimelman & Baird
New York
$38.2K – – –
DF
1649
DecisionPoint Financial
Arizona
$37.4K -$403 -2 -1%
GG
1650
Gleason Group
Kentucky
$35.9K – – –