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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
876
Penserra Capital Management
California
$857K -$7.95K -38 -0.9%
CFG
877
Cooper Financial Group
California
$856K +$101K +484 +13%
TWM
878
TMD Wealth Management
Arizona
$851K – – –
TC
879
TownSquare Capital
Utah
$850K +$55.3K +264 +7%
TP
880
Tranquility Partners
Tennessee
$847K -$121K -577 -12%
AC
881
ASB Consultores
Florida
$835K -$166K -791 -16%
FF
882
Fluent Financial
Texas
$833K -$111K -532 -12%
CA
883
Cullinan Associates
Kentucky
$831K – – –
LIM
884
Letson Investment Management
Georgia
$831K – – –
DEM
885
Disciplined Equity Management
Florida
$831K +$837K +4,000 New
AWM
886
Angeles Wealth Management
California
$828K +$85.6K +409 +11%
PPWP
887
Premier Path Wealth Partners
New Jersey
$823K -$9.21K -44 -1%
VEA
888
Virtus ETF Advisers
New York
$806K -$118K -565 -13%
FDS
889
Freedom Day Solutions
Texas
$795K -$1.05K -5 -0.1%
SFFS
890
Stonehage Fleming Financial Services
Jersey
$789K +$795K +3,797 New
BAM
891
Belpointe Asset Management
Nevada
$782K +$62.4K +298 +9%
VFA
892
Valeo Financial Advisors
Indiana
$780K -$66.8K -319 -8%
FW
893
Fairway Wealth
Ohio
$765K +$17.4K +83 +2%
B
894
Bellecapital
Switzerland
$764K – – –
SF
895
Summit Financial
New Jersey
$763K +$537K +2,565 +232%
PWM
896
Perigon Wealth Management
California
$761K +$18.2K +87 +2%
NPT
897
Nixon Peabody Trust
Massachusetts
$760K +$534K +2,550 +230%
HWM
898
Hohimer Wealth Management
Washington
$760K +$766K +3,658 New
1WA
899
180 Wealth Advisors
Washington
$758K -$18.8K -90 -2%
CIA
900
Choate Investment Advisors
Massachusetts
$756K +$2.51K +12 +0.3%
34 35
36
37 38