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Progress Software

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
226
TD Private Client Wealth
New York
$53.8K -$4.19K -84 -7%
TWP
227
TFO Wealth Partners
Ohio
$47.6K +$15.7K +314 New
SWA
228
Sutton Wealth Advisors
Florida
$45.6K
BTI
229
Blue Trust Inc
Georgia
$41K +$26.2K +526 +123%
PA
230
Parallel Advisors
California
$34.6K +$2.79K +56 +9%
SWM
231
Spire Wealth Management
Virginia
$34K
AS
232
Altshuler Shaham
Israel
$33.4K -$2.74K -55 -8%
Ohio Public Employees Retirement System (OPERS)
233
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K -$63.1K -1,265 -69%
CM
234
Cornerstone Management
Georgia
$25.2K
AssetMark Inc
235
AssetMark Inc
California
$22.6K -$50 -1 -0.2%
C
236
Covestor
United Kingdom
$21K +$20.3K +407 +6,783%
MCC
237
Money Concepts Capital
Florida
$18.1K -$281K -5,642 -94%
HFS
238
Hantz Financial Services
Michigan
$18K
TWA
239
TCI Wealth Advisors
Arizona
$17K
PFBT
240
Parkside Financial Bank & Trust
Missouri
$14.4K +$7.83K +157 +122%
IA
241
IFP Advisors
Florida
$14K -$50 -1 -8%
OWA
242
One Wealth Advisors
California
$13.1K +$13K +260 New
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$11K
QCG
244
Quadrant Capital Group
Ohio
$10.5K +$1.99K +40 +24%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$8K -$7.43K -149 -49%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$5.6K -$6.63K -133 -55%
CS
247
Comerica Securities
Michigan
$5.5K +$5.43K +109 New
S
248
SignatureFD
Georgia
$4.59K -$897 -18 -17%
MCM
249
Manchester Capital Management
Vermont
$4.39K +$798 +16 +23%
BAM
250
Belpointe Asset Management
Nevada
$4.24K +$4.19K +84 New