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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
851
Forum Financial Management
Illinois
$1.26M +$1.4K +6 +0.1%
YC
852
Yarbrough Capital
Tennessee
$1.26M -$710K -3,055 -38%
CIA
853
Compass Ion Advisors
Pennsylvania
$1.26M -$6.28K -27 -0.5%
SOS
854
Silver Oak Securities
Tennessee
$1.24M +$858K +3,692 +300%
PA
855
Procyon Advisors
Connecticut
$1.23M -$257K -1,107 -19%
SLI
856
Sumitomo Life Insurance
Japan
$1.23M +$30.5K +131 +3%
PEA
857
Park Edge Advisors
Ohio
$1.22M +$359K +1,545 +47%
NFA
858
Northern Financial Advisors
Michigan
$1.22M – – –
ACIM
859
Azimuth Capital Investment Management
Michigan
$1.22M -$228K -980 -17%
AFG
860
Atomi Financial Group
New York
$1.22M +$47.7K +205 +4%
KIA
861
Knollwood Investment Advisory
Maryland
$1.21M – – –
RIG
862
Renaissance Investment Group
Massachusetts
$1.21M – – –
IWM
863
IHT Wealth Management
Illinois
$1.2M +$392K +1,687 +55%
LFA
864
Legacy Financial Advisors
Kentucky
$1.2M +$40.9K +176 +4%
GL
865
Graypoint LLC
New York
$1.2M +$123K +530 +13%
AIM
866
Allen Investment Management
New York
$1.19M +$526K +2,263 +93%
CA
867
CoreCap Advisors
Michigan
$1.19M +$1.09M +4,707 New
PPC
868
Park Place Capital
Alabama
$1.19M +$266K +1,144 +32%
NWMG
869
National Wealth Management Group
Ohio
$1.19M +$1.09M +4,699 New
BTI
870
Blue Trust Inc
Georgia
$1.19M +$639K +2,747 +92%
APW
871
Acima Private Wealth
Virginia
$1.19M – – –
FT
872
Fiduciary Trust
Massachusetts
$1.18M -$4.42K -19 -0.4%
CFP
873
Catalyst Financial Partners
Massachusetts
$1.18M -$21.4K -92 -2%
GP
874
Geneva Partners
Wisconsin
$1.18M – – –
CIP
875
Convergence Investment Partners
Florida
$1.18M +$250K +1,075 +30%
33 34
35
36 37