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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1651
Adell Harriman & Carpenter
Texas
$201K -$12.9K -47 -6%
CAAS
1652
Capital Asset Advisory Services
Michigan
$201K +$208K +759 New
PA
1653
Procyon Advisors
Connecticut
$200K -$1.37M -4,983 -87%
CSPIA
1654
Cary Street Partners Investment Advisory
Virginia
$195K +$29.9K +109 +18%
C
1655
Covestor
United Kingdom
$192K -$43.9K -160 -18%
JGIA
1656
Jackson Grant Investment Advisers
Connecticut
$183K – – –
GWM
1657
Gitterman Wealth Management
New Jersey
$180K +$185K +676 New
PGAM
1658
Princeton Global Asset Management
New Jersey
$179K +$26.9K +98 +17%
CAL
1659
Capital Advisors Ltd
Ohio
$178K +$4.11K +15 +2%
GWP
1660
Gen-Wealth Partners
Michigan
$176K – – –
AAS
1661
Ameritas Advisory Services
Nebraska
$176K -$293K -1,069 -62%
FMP
1662
Financial Management Professionals
Texas
$173K -$10.7K -39 -6%
TFIPS
1663
Towarzystwo Funduszy Inwestycyjnych PZU SA
$172K – – –
SWA
1664
SOA Wealth Advisors
New York
$160K +$554K +2,021 +17%
WTA
1665
Washington Trust Advisors
Massachusetts
$160K – – –
1M
1666
1248 Management
Missouri
$158K – – –
FFO
1667
Fortitude Family Office
Arizona
$156K +$1.65K +6 +1%
VNA
1668
Valley National Advisers
Pennsylvania
$150K +$66.3K +242 +75%
NEWAS
1669
N.E.W. Advisory Services
Wisconsin
$147K – – –
BGAI
1670
Bruce G. Allen Investments
Colorado
$147K -$36.7K -134 -20%
AWM
1671
Atticus Wealth Management
Florida
$147K +$2.74K +10 +2%
HC
1672
Hara Capital
Washington
$145K – – –
HIA
1673
Harbor Investment Advisory
Maryland
$143K -$12.1K -44 -8%
PB
1674
Pinnacle Bancorp
Nebraska
$143K -$8.77K -32 -6%
YDMI
1675
Y.D. More Investments
Israel
$140K -$131K -479 -47%