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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
926
Souders Financial Advisors
Ohio
$400K -$69.5K -444 -15%
STCG
927
Speece Thorson Capital Group
Minnesota
$400K – – –
GL
928
Gerber LLC
Ohio
$398K +$391K +2,500 New
SBIA
929
Sheaff Brock Investment Advisors
Indiana
$398K +$391K +2,500 New
OWM
930
Orgel Wealth Management
Wisconsin
$397K +$5.64K +36 +1%
PP
931
PDS Planning
Ohio
$396K +$12.5K +80 +3%
DLA
932
Douglas Lane & Associates
New York
$395K +$78.3K +500 +25%
BW
933
Bison Wealth
Georgia
$395K -$783 -5 -0.2%
KI
934
Keystone Investors
Singapore
$393K +$387K +2,469 New
APA
935
Astoria Portfolio Advisors
New York
$393K +$341K +2,178 New
GM
936
GeoWealth Management
Illinois
$384K -$928K -5,926 -71%
SIA
937
Strategic Investment Advisors
Michigan
$383K -$5.64K -36 -1%
PI
938
PEAK6 Investments
Illinois
$381K +$131K +836 +54%
RDWM
939
Red Door Wealth Management
Tennessee
$379K +$313 +2 +0.1%
CWM
940
Congress Wealth Management
Massachusetts
$379K +$373K +2,381 New
TIMH
941
Tilt Investment Management Holdings
New York
$379K -$119K -757 -24%
JCM
942
Jacobi Capital Management
Pennsylvania
$375K +$369K +2,356 New
AFG
943
Atomi Financial Group
New York
$374K +$368K +2,348 New
ONB
944
Old National Bancorp
Indiana
$374K -$885K -5,653 -71%
SC
945
Scotia Capital
Ontario, Canada
$374K +$26.9K +172 +8%
BTI
946
Blue Trust Inc
Georgia
$372K +$58.6K +374 +16%
LSA
947
Lion Street Advisors
Texas
$370K -$112K -716 -24%
ET
948
Entropy Technologies
New York
$369K +$363K +2,318 New
CA
949
Cortland Associates
Missouri
$369K – – –
IAIM
950
International Assets Investment Management
Florida
$368K -$109K -695 -23%
36 37
38
39 40