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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
926
AXQ Capital
New Jersey
$959K -$2.75M -11,837 -76%
MA
927
MJP Associates
Connecticut
$958K +$76.7K +330 +10%
HWM
928
Hohimer Wealth Management
Washington
$952K +$22.1K +95 +3%
DEM
929
Disciplined Equity Management
Florida
$944K -$65.1K -280 -7%
FPAS
930
Focus Partners Advisor Solutions
Missouri
$941K +$280K +1,206 +48%
CG
931
CFO4Life Group
Texas
$940K +$617K +2,652 +252%
PCG
932
Prosperity Consulting Group
Maryland
$931K +$98.8K +425 +13%
NL
933
NWAM LLC
Washington
$929K +$851K +3,662 New
NPT
934
Nixon Peabody Trust
Massachusetts
$929K – – –
KNW
935
Kesler Norman & Wride
Utah
$927K +$850K +3,655 New
SWM
936
Shelton Wealth Management
Texas
$923K +$15.8K +68 +2%
JF
937
JSF Financial
California
$922K +$109K +467 +15%
BFG
938
Beacon Financial Group
Texas
$922K +$10.9K +47 +1%
FDS
939
Freedom Day Solutions
Texas
$918K -$49.1K -211 -6%
CAMG
940
CWA Asset Management Group
Florida
$915K +$839K +3,607 New
ONGA
941
O'Neil Global Advisors
California
$914K +$837K +3,600 New
KBFS
942
Kohmann Bosshard Financial Services
Ohio
$914K – – –
LCG
943
Lynx Capital Group
Ohio
$912K – – –
EI
944
Ellevest Inc
New York
$912K -$5.58K -24 -0.7%
HCM
945
Howard Capital Management
Georgia
$912K +$835K +3,593 New
BWP
946
Baldwin Wealth Partners
Massachusetts
$904K +$38.8K +167 +5%
1WA
947
180 Wealth Advisors
Washington
$900K -$7.67K -33 -0.9%
O3W
948
Omni 360 Wealth
New Jersey
$897K +$121K +520 +17%
LA
949
Legacy Advisors
Pennsylvania
$894K +$416K +1,789 +103%
DWM
950
Defined Wealth Management
Oregon
$893K +$3.02K +13 +0.4%
36 37
38
39 40