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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
STCG
876
Speece Thorson Capital Group
Minnesota
$332K -$26.8K -200 -7%
TFS
877
Thoroughbred Financial Services
Tennessee
$329K
DMBA
878
Deseret Mutual Benefit Administrators
Utah
$329K +$4.29K +32 +1%
OWM
879
Orgel Wealth Management
Wisconsin
$325K
GC
880
Gilbert & Cook
Iowa
$325K +$29.5K +220 +10%
RDWM
881
Red Door Wealth Management
Tennessee
$322K +$326K +2,431 New
SIA
882
Strategic Investment Advisors
Michigan
$322K +$326K +2,430 New
GL
883
Graypoint LLC
New York
$321K -$57.1K -426 -15%
AC
884
Allstate Corporation
Illinois
$319K
VFA
885
Valeo Financial Advisors
Indiana
$317K -$145K -1,085 -31%
FFA
886
First Foundation Advisors
California
$317K +$63.3K +472 +25%
FHA
887
Flagship Harbor Advisors
Massachusetts
$315K +$47.6K +355 +18%
SCM
888
Stonehearth Capital Management
Massachusetts
$315K
CGA
889
Crescent Grove Advisors
Illinois
$309K +$10.9K +81 +4%
RIA
890
Regal Investment Advisors
Michigan
$307K -$67.6K -504 -18%
CA
891
Cortland Associates
Missouri
$307K
WA
892
Waddell & Associates
Tennessee
$306K +$310K +2,309 New
ACM
893
Allred Capital Management
Texas
$305K +$938 +7 +0.3%
FNBOSM
894
First National Bank of South Miami
Florida
$302K -$61.3K -457 -17%
MWM
895
Modera Wealth Management
New Jersey
$301K +$305K +2,274 New
BC
896
Bridgefront Capital
Texas
$300K +$304K +2,264 New
GIA
897
Gateway Investment Advisers
Ohio
$299K -$15.1K -113 -5%
PP
898
PDS Planning
Ohio
$299K +$10.1K +75 +3%
OTPPB
899
Ontario Teachers' Pension Plan Board
Ontario, Canada
$297K -$427M -3,187,024 -100%
CA
900
Continuum Advisory
Idaho
$297K +$24.9K +186 +9%