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Progress Software

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
276
Tyler-Stone Wealth Management
Ohio
$4.39K +$4.11K +81 New
LC
277
Lindbrook Capital
California
$4.18K +$3.91K +77 New
FCA
278
FinTrust Capital Advisors
South Carolina
$4.07K
PWMG
279
Private Wealth Management Group
New Jersey
$3.96K +$3.7K +73 New
Mitsubishi UFJ Asset Management
280
Mitsubishi UFJ Asset Management
Japan
$3.91K
AF
281
Allworth Financial
California
$3.33K +$1.37K +27 +82%
FFO
282
Fortitude Family Office
Arizona
$2.93K
LI
283
LRI Investments
Florida
$2.86K +$2.69K +53 New
BIA
284
Bell Investment Advisors
California
$2.66K -$1.68K -33 -40%
CFB
285
Cullen/Frost Bankers
Texas
$2.66K +$2.49K +49 New
UB
286
UMB Bank
Missouri
$2.55K +$1.57K +31 +194%
GRP
287
Global Retirement Partners
California
$2.38K
LFA
288
LGT Financial Advisors
Texas
$2.28K
FRA
289
Front Row Advisors
California
$2.17K
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$1.79K
VCM
291
Versant Capital Management
Arizona
$1.74K +$1.62K +32 New
IA
292
IFP Advisors
Florida
$1.68K +$1.57K +31 New
SPIA
293
Steward Partners Investment Advisory
New York
$1.63K
AF
294
Advisornet Financial
Minnesota
$1.47K +$1.37K +27 New
IC
295
Innealta Capital
Texas
$1.41K +$1.32K +26 New
SC
296
Stephens Consulting
Michigan
$1.3K +$1.22K +24 New
JWA
297
JFS Wealth Advisors
Pennsylvania
$1.25K -$355 -7 -23%
FFA
298
Farther Finance Advisors
California
$1.07K
FHA
299
First Horizon Advisors
Tennessee
$1.05K
RIL
300
Rothschild Investment LLC
Illinois
$543 +$254 +5 +100%