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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1701
Lummis Asset Management
Texas
$17.7K +$1.61K +8 +11%
CCMI
1702
Creative Capital Management Investments
California
$17.7K +$9.88K +49 +153%
MAM
1703
Marquette Asset Management
Minnesota
$16.6K +$3.83K +19 +33%
AP
1704
Atwood & Palmer
Missouri
$16.4K – – –
DIP
1705
DT Investment Partners
Pennsylvania
$16.4K – – –
PAM
1706
Parvin Asset Management
South Dakota
$16.4K – – –
FB
1707
First Bancorp
Maine
$16.4K +$15.1K +75 New
SIC
1708
SJS Investment Consulting
Ohio
$15.7K +$1.41K +7 +11%
AG
1709
AmeriFlex Group
Nevada
$15.5K +$1.41K +7 +11%
CWIG
1710
Chung Wu Investment Group
Texas
$15.3K – – –
GA
1711
GoalVest Advisory
New York
$15.3K +$14.1K +70 New
PCFFS
1712
Pacific Center for Financial Services
California
$14.9K – – –
PWA
1713
Principia Wealth Advisory
Texas
$14.9K +$7.05K +35 +106%
DCM
1714
Davis Capital Management
Florida
$14.4K -$7.25K -36 -35%
CTWM
1715
Cherry Tree Wealth Management
Minnesota
$14.4K – – –
DF
1716
Dunhill Financial
United Kingdom
$14.4K +$3.23K +16 +33%
CYG
1717
Clean Yield Group
Vermont
$14.2K – – –
EFMH
1718
E Fund Management (HK)
Hong Kong
$14K – – –
TM
1719
Torren Management
California
$13.8K -$403 -2 -3%
EIP
1720
Essential Investment Partners
Colorado
$13.8K – – –
LFASL
1721
Lugano Financial Advisors SA (LFA)
Switzerland
$13.5K +$1.61K +8 +15%
ABWM
1722
Alpine Bank Wealth Management
Colorado
$13.5K +$12.5K +62 New
BIAS
1723
Beacon Investment Advisory Services
New Jersey
$13.3K – – –
SN
1724
Sittner & Nelson
Oregon
$13.3K +$10.7K +53 +663%
CWA
1725
Carolina Wealth Advisors
South Carolina
$13.3K – – –