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Progress Software
PRGS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
251
EverSource Wealth Advisors
Alabama
$3.13K – – –
ACM
252
AUA Capital Management
Pennsylvania
$3.08K – – –
BIA
253
Bell Investment Advisors
California
$2.98K +$1.05K +21 +55%
GRP
254
Global Retirement Partners
California
$2.49K – – –
FFA
255
Farther Finance Advisors
California
$2.22K +$2.19K +44 New
FRA
256
Front Row Advisors
California
$2K – – –
FCA
257
FinTrust Capital Advisors
South Carolina
$1.92K -$10.7K -214 -85%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$1.67K +$199 +4 +14%
SPIA
259
Steward Partners Investment Advisory
New York
$1.51K – – –
GWS
260
Glassman Wealth Services
Virginia
$1.51K +$1.5K +30 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$1.36K +$399 +8 +42%
RFG
262
RFP Financial Group
Georgia
$1.16K +$1.15K +23 New
CFGS
263
Concourse Financial Group Securities
Alabama
$1.11K – – –
SC
264
Schubert & Co
Texas
$1.06K -$50 -1 -5%
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$1K -$848 -17 -53%
FHA
266
First Horizon Advisors
Tennessee
$961 – – –
EI
267
Ellevest Inc
New York
$656 – – –
SIC
268
SJS Investment Consulting
Ohio
$454 +$199 +4 +80%
AF
269
Advisornet Financial
Minnesota
$454 +$449 +9 New
AF
270
Allworth Financial
California
$454 +$449 +9 New
DI
271
Disciplined Investments
Oklahoma
$404 -$50 -1 -11%
VCM
272
Versant Capital Management
Arizona
$303 – – –
ASN
273
Advisory Services Network
Georgia
$50 +$50 +1 New
ACM
274
AlphaCrest Capital Management
New York
– -$2.56M -60,038 Closed
ICM
275
Invenomic Capital Management
Massachusetts
– -$2.49M -58,575 Closed
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