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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
826
Lincoln National Corp
Pennsylvania
$423K +$45.9K +349 +13%
IWC
827
Integrated Wealth Concepts
Massachusetts
$421K +$133K +1,014 +50%
SFA
828
Souders Financial Advisors
Ohio
$412K +$389K +2,957 New
WFI
829
West Family Investments
California
$406K +$19.7K +150 +5%
BFA
830
Beaumont Financial Advisors
Massachusetts
$406K +$175K +1,329 +84%
KP
831
Keel Point
Alabama
$405K +$155K +1,180 +68%
RBCM
832
Raub Brock Capital Management
California
$404K
FMLI
833
Fukoku Mutual Life Insurance
Japan
$401K
SG
834
StoneX Group
New York
$397K +$375K +2,849 New
FNT
835
First National Trust
Pennsylvania
$393K +$100K +764 +37%
SYBT
836
Stock Yards Bank & Trust
Kentucky
$388K +$6.84K +52 +2%
PCS
837
Personal CFO Solutions
New Jersey
$387K +$3.95K +30 +1%
WT
838
Whittier Trust
California
$386K -$120K -910 -25%
TSWM
839
Tyler-Stone Wealth Management
Ohio
$382K
Luther King Capital Management (LKCM)
840
Luther King Capital Management (LKCM)
Texas
$377K -$25.6K -195 -7%
GC
841
Gilbert & Cook
Iowa
$377K +$33.1K +252 +10%
WCWM
842
Willow Creek Wealth Management
California
$372K -$132 -1 -0%
1WA
843
180 Wealth Advisors
Washington
$368K +$1.58K +12 +0.5%
KAS
844
KPP Advisory Services
Kentucky
$360K +$340K +2,584 New
MCM
845
Monument Capital Management
Virginia
$358K -$86.6K -658 -20%
IAS
846
Insigneo Advisory Services
Florida
$353K -$14.3K -109 -4%
STCG
847
Speece Thorson Capital Group
Minnesota
$350K
SM
848
Sciencast Management
New Jersey
$349K -$11.2K -85 -3%
BW
849
Bison Wealth
Georgia
$346K -$16.4K -125 -5%
CFGS
850
Concourse Financial Group Securities
Alabama
$346K -$34.2K -260 -9%