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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
701
Acima Private Wealth
Virginia
$447K – – –
AP
702
Advisors Preferred
Maryland
$445K +$161K +1,777 +62%
CAG
703
Csenge Advisory Group
Florida
$440K +$24.3K +267 +6%
PFBT
704
Parkside Financial Bank & Trust
Missouri
$438K -$2.73K -30 -0.7%
AIC
705
Archer Investment Corporation
Indiana
$437K +$415K +4,570 New
FFA
706
First Foundation Advisors
California
$433K +$411K +4,526 New
GTCM
707
Gyon Technologies Capital Management
New Jersey
$432K +$411K +4,522 New
SCM
708
Stonehearth Capital Management
Massachusetts
$427K -$62.7K -690 -13%
AWM
709
Avior Wealth Management
Nebraska
$426K +$95.4K +1,050 +31%
KFA
710
Krane Funds Advisors
New York
$426K +$405K +4,454 New
WDA
711
Wendell David Associates
New Hampshire
$414K -$8.63K -95 -2%
EWA
712
Exencial Wealth Advisors
Oklahoma
$413K -$17.5K -193 -4%
IPW
713
Inlet Private Wealth
Florida
$411K – – –
IP
714
Intellectus Partners
California
$409K -$100K -1,105 -21%
FIM
715
Freedom Investment Management
Connecticut
$409K +$52.4K +577 +16%
CC
716
Cipher Capital
New York
$408K +$388K +4,266 New
SWA
717
Sutton Wealth Advisors
Florida
$402K -$727 -8 -0.2%
OWA
718
One Wealth Advisors
California
$402K +$138K +1,523 +57%
CA
719
Cetera Advisors
Colorado
$401K -$64.1K -706 -14%
IF
720
IRON Financial
Illinois
$401K +$381K +4,195 New
EGM
721
Engineers Gate Manager
New York
$400K -$335K -3,687 -47%
IC
722
IEQ Capital
California
$400K +$380K +4,186 New
PFPT
723
Pinnacle Financial Partners (Tennessee)
Tennessee
$399K -$12.8K -141 -3%
OPS
724
Orion Portfolio Solutions
Nebraska
$398K +$124K +1,362 +49%
LWAM
725
Legacy Wealth Asset Management
Minnesota
$395K +$127K +1,397 +51%
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