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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
901
RFG Advisory
Alabama
$753K +$214K +1,023 +39%
EI
902
Ellevest Inc
New York
$751K +$46.3K +221 +7%
KBFS
903
Kohmann Bosshard Financial Services
Ohio
$748K – – –
LCG
904
Lynx Capital Group
Ohio
$747K – – –
BFG
905
Beacon Financial Group
Texas
$745K -$64.7K -309 -8%
CIP
906
Convergence Investment Partners
Florida
$743K +$42.1K +201 +6%
SWM
907
Shelton Wealth Management
Texas
$741K +$222K +1,062 +42%
PPC
908
Park Place Capital
Alabama
$740K +$329K +1,572 +79%
CFA
909
Camarda Financial Advisors
Florida
$728K +$734K +3,507 New
KIM
910
Kestra Investment Management
Texas
$728K +$734K +3,506 New
SAM
911
Strategy Asset Managers
California
$728K +$1.15M +5,501 New
DWM
912
Defined Wealth Management
Oregon
$728K +$3.14K +15 +0.4%
VA
913
Verdad Advisers
Massachusetts
$725K +$319K +1,525 +78%
PAM
914
Peak Asset Management
Colorado
$723K – – –
VDI
915
Vaughan David Investments
Illinois
$723K – – –
SI
916
Scharf Investments
California
$722K – – –
MA
917
MJP Associates
Connecticut
$716K +$159K +759 +28%
SWM
918
Seed Wealth Management
Illinois
$714K – – –
PSC
919
Prentiss Smith & Co
Vermont
$712K – – –
WIC
920
Woodmont Investment Counsel
Tennessee
$711K -$280K -1,340 -28%
BWP
921
Baldwin Wealth Partners
Massachusetts
$706K +$3.98K +19 +0.6%
FHA
922
Flagship Harbor Advisors
Massachusetts
$701K +$239K +1,142 +51%
PCM
923
Prelude Capital Management
New York
$700K +$428K +2,045 +154%
CFFP
924
Center for Financial Planning
Michigan
$699K – – –
SPA
925
Sherbrooke Park Advisers
New York
$697K +$703K +3,358 New
35 36
37
38 39