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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
FS
1726
Financially Speaking
Colorado
$3.35K +$3.52K +14 New
WCM
1727
WealthTrak Capital Management
Virginia
$3.12K +$3.27K +13 New
WIM
1728
Westside Investment Management
California
$3.11K – – –
KA
1729
Kozak & Associates
Colorado
$2.91K +$3.02K +12 New
FFA
1730
Frazier Financial Advisors
Ohio
$2.9K -$5.54K -22 -65%
FIM
1731
FWL Investment Management
Texas
$2.88K – – –
WW
1732
Winnow Wealth
Texas
$2.84K +$3.02K +12 New
BC
1733
Barrett & Company
Rhode Island
$2.64K +$2.77K +11 New
IHWM
1734
Iron Horse Wealth Management
Iowa
$2.49K – – –
GIM
1735
Gold Investment Management
Alberta, Canada
$2.4K – – –
JFG
1736
JDM Financial Group
Texas
$2.16K – – –
CIA
1737
Cape Investment Advisory
Georgia
$2.16K +$2.27K +9 New
CMP
1738
Coston McIsaac & Partners
Maine
$2K – – –
Clal Insurance
1739
Clal Insurance
Israel
$2K +$2.52K +10 New
PWM
1740
Parkworth Wealth Management
California
$1.92K +$2.01K +8 New
SN
1741
Sittner & Nelson
Oregon
$1.92K +$2.01K +8 New
FWM
1742
FLP Wealth Management
Arkansas
$1.48K +$1.51K +6 New
BHWM
1743
Beaird Harris Wealth Management
Texas
$1.44K – – –
CWP
1744
Concord Wealth Partners
Virginia
$1.44K – – –
FDCP
1745
Foster Dykema Cabot & Partners
Massachusetts
$1.44K – – –
HFS
1746
Horizon Financial Services
North Carolina
$1.44K – – –
PWA
1747
Provenance Wealth Advisors
Florida
$1.44K – – –
WestEnd Advisors
1748
WestEnd Advisors
North Carolina
$1.44K +$503 +2 +50%
Bogart Wealth LLC
1749
Bogart Wealth LLC
Virginia
$1.44K +$1.51K +6 New
CF
1750
Conquis Financial
California
$1.44K +$1.51K +6 New