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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1726
Financial Gravity Asset Management
Texas
$10.4K +$10.4K +42 New
FUBT
1727
First United Bank & Trust
Maryland
$10.1K +$6.16K +25 +156%
Bogart Wealth LLC
1728
Bogart Wealth LLC
Virginia
$9.88K +$4.19K +17 +74%
MSWA
1729
Marshall & Sterling Wealth Advisors
New York
$9.63K – – –
BFS
1730
Bare Financial Services
Pennsylvania
$9.63K +$1.73K +7 +22%
WWM
1731
Wolff Wiese Magana
California
$8.64K – – –
FPF
1732
First Pacific Financial
Washington
$8.64K +$247 +1 +3%
RWA
1733
Redmont Wealth Advisors
Illinois
$8.4K – – –
NWM
1734
Navigoe Wealth Management
California
$8K +$8.63K +35 New
HI
1735
Hoey Investments
Pennsylvania
$7.9K – – –
CCMI
1736
Creative Capital Management Investments
California
$7.9K -$4.93K -20 -38%
TFA
1737
Toth Financial Advisory
Virginia
$7.66K +$7.64K +31 New
FMTCOCP
1738
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
TCA
1739
Trifecta Capital Advisors
Illinois
$6.92K +$6.9K +28 New
GFWA
1740
Grey Fox Wealth Advisors
Delaware
$6.7K +$6.66K +27 New
IFS
1741
Intelligent Financial Strategies
Minnesota
$6.67K -$45.6K -185 -87%
T
1742
Tidemark
California
$6.67K – – –
AWM
1743
Activest Wealth Management
Florida
$6.42K -$21.9K -89 -77%
PS
1744
Pinney & Scofield
Massachusetts
$6.42K – – –
PWA
1745
Principia Wealth Advisory
Texas
$6.42K – – –
EWP
1746
Elevation Wealth Partners
California
$6.42K +$6.41K +26 New
FC
1747
Financial Consulate
Maryland
$5.93K +$5.92K +24 New
BHWM
1748
Bay Harbor Wealth Management
Maryland
$5.93K +$1.23K +5 +26%
PS
1749
PayPay Securities
Japan
$5.58K +$2.71K +11 +92%
BHWM
1750
Beaird Harris Wealth Management
Texas
$5.25K – – –