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Progress Software
PRGS

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
351
Vise Technologies
New York
– -$228K -3,579 Closed
CTA
352
Chesley Taft & Associates
Illinois
– -$227K -3,552 Closed
VA
353
Vident Advisory
Georgia
– -$219K -3,426 Closed
CGH
354
Crossmark Global Holdings
Texas
– -$216K -3,378 Closed
PMA
355
Prudent Man Advisors
Illinois
– -$215K -3,374 Closed
GLA
356
Great Lakes Advisors
Illinois
– -$214K -3,355 Closed
X
357
Xponance
Pennsylvania
– -$213K -3,343 Closed
PGWM
358
Parisi Gray Wealth Management
New Jersey
– -$204K -3,194 Closed
IA
359
Inspire Advisors
Idaho
– -$200K -3,135 Closed
PD
360
Point72 (DIFC)
United Arab Emirates
– -$196K -3,075 Closed
FMP
361
Financial Management Professionals
Texas
– -$42K -658 Closed
MYIA
362
Mount Yale Investment Advisors
Colorado
– -$40.7K -638 Closed
SO
363
STRS Ohio
Ohio
– -$38.3K -600 Closed
OCM
364
Orion Capital Management
California
– -$31.9K -500 Closed
MPW
365
MASECO Private Wealth
– -$28K -438 Closed
OWA
366
Opal Wealth Advisors
New York
– -$25.4K -398 Closed
MWM
367
Mascoma Wealth Management
New Hampshire
– -$16K -250 Closed
LFG
368
Larson Financial Group
Missouri
– -$12.4K -195 Closed
C
369
Covestor
United Kingdom
– -$7.79K -169 -95%
BIG
370
Brooklyn Investment Group
New York
– -$8.11K -127 Closed
RFS
371
Richardson Financial Services
Massachusetts
– -$6.94K -125 Closed
TPWA
372
Twin Peaks Wealth Advisors
California
– -$5.01K -113 Closed
BF
373
BOK Financial
Oklahoma
– -$4.79K -75 Closed
PWMG
374
Private Wealth Management Group
New Jersey
– -$4.66K -73 Closed
TFA
375
Toth Financial Advisory
Virginia
– -$1.92K -30 Closed
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