We are live on ! Find out more
PGR icon

Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1901
WealthTrust Asset Management
Florida
– -$785K -3,177 Closed
DCA
1902
DSG Capital Advisors
Minnesota
– -$764K -3,092 Closed
PIA
1903
Pinion Investment Advisors
Kansas
– -$674K -3,078 Closed
OFS
1904
OneAscent Financial Services
Alabama
– -$730K -2,955 Closed
HFM
1905
Harvest Fund Management
China
– -$668K -2,705 Closed
TWM
1906
TriaGen Wealth Management
California
– -$648K -2,622 Closed
TCM
1907
Tuttle Capital Management
Connecticut
– -$632K -2,560 Closed
CPM
1908
Connective Portfolio Management
New York
– -$611K -2,500 Closed
WAG
1909
Windsor Advisory Group
Ohio
– -$617K -2,500 Closed
SPA
1910
Sherbrooke Park Advisers
New York
– -$617K -2,498 Closed
DTL
1911
Dynamic Technology Lab
Singapore
– -$599K -2,427 Closed
MNBTD
1912
Moody National Bank Trust Division
Texas
– -$513K -2,079 Closed
PWS
1913
Precision Wealth Strategies
Missouri
– -$510K -2,065 Closed
GPW
1914
Gentry Private Wealth
Kansas
– -$507K -2,053 Closed
SAMC
1915
Spectrum Asset Management (California)
California
– -$497K -2,012 Closed
CIM
1916
Contravisory Investment Management
Massachusetts
– -$492K -1,991 Closed
AIA
1917
Affinity Investment Advisors
California
– -$486K -1,966 Closed
EC
1918
EntryPoint Capital
New York
– -$481K -1,947 Closed
NWWA
1919
New Wave Wealth Advisors
Arkansas
– -$477K -1,930 Closed
OWM
1920
OneAscent Wealth Management
Alabama
– -$449K -1,817 Closed
WMA
1921
Wealth Management Associates
New Jersey
– -$446K -1,808 Closed
OIS
1922
OneAscent Investment Solutions
Alabama
– -$430K -1,742 Closed
JCIA
1923
Jackson Creek Investment Advisors
Colorado
– -$430K -1,740 Closed
SF
1924
Symphony Financial
Texas
– -$411K -1,676 Closed
TCOO
1925
Trust Company of Oklahoma
Oklahoma
– -$399K -1,617 Closed
75 76
77
78 79