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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
901
Capital Investment Advisors
Georgia
$1.38M +$866K +3,311 +213%
IA
902
IFP Advisors
Florida
$1.36M +$3.66K +14 +0.3%
SFS
903
Sowell Financial Services
Arkansas
$1.36M +$1.26M +4,813 New
ILI
904
Invesco LLC (Illinois)
Illinois
$1.36M +$128K +488 +11%
SIA
905
Schechter Investment Advisors
Michigan
$1.36M -$201K -767 -14%
SOS
906
Silver Oak Securities
Tennessee
$1.36M +$278K +1,062 +28%
RA
907
RFG Advisory
Alabama
$1.36M -$2.41M -9,209 -66%
LHC
908
Little House Capital
Massachusetts
$1.36M +$430K +1,645 +52%
CIA
909
Compass Ion Advisors
Pennsylvania
$1.36M -$53.4K -204 -4%
EFG
910
Elm3 Financial Group
Georgia
$1.35M -$160K -613 -11%
KIA
911
Knollwood Investment Advisory
Maryland
$1.35M – – –
NFA
912
Northern Financial Advisors
Michigan
$1.35M -$13.6K -52 -1%
FPAS
913
Focus Partners Advisor Solutions
Missouri
$1.34M +$382K +1,462 +45%
CFP
914
Catalyst Financial Partners
Massachusetts
$1.34M +$13.6K +52 +1%
WA
915
WP Advisors
California
$1.33M +$51.5K +197 +4%
PWM
916
Perigon Wealth Management
California
$1.33M +$50.5K +193 +4%
CH
917
Canton Hathaway
Rhode Island
$1.33M +$1.18M +4,500 +2,419%
AI
918
AXS Investments
New York
$1.33M -$115K -439 -9%
APW
919
Acima Private Wealth
Virginia
$1.32M – – –
SLI
920
Sumitomo Life Insurance
Japan
$1.32M -$12K -46 -1%
BAM
921
Belpointe Asset Management
Nevada
$1.32M +$91.3K +349 +8%
GP
922
Geneva Partners
Wisconsin
$1.31M -$2.62K -10 -0.2%
GL
923
Graypoint LLC
New York
$1.31M -$13.1K -50 -1%
GIA
924
Gateway Investment Advisers
Ohio
$1.3M -$410K -1,566 -25%
AIM
925
Allen Investment Management
New York
$1.29M – – –
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