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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
926
Allen Investment Management
New York
$907K +$2.89K +14 +0.3%
SCM
927
Stevens Capital Management
Pennsylvania
$901K +$938K +4,547 New
LFAS
928
Level Four Advisory Services
Texas
$899K -$73.3K -355 -7%
OWA
929
One Wealth Advisors
California
$898K +$935K +4,529 New
AU
930
AlphaGrep UK
$895K -$196K -951 -17%
PPWP
931
Premier Path Wealth Partners
New Jersey
$892K +$125K +606 +16%
WSFS
932
Wilmington Savings Fund Society
Delaware
$890K +$237K +1,150 +34%
RWP
933
RWA Wealth Partners
Massachusetts
$886K -$4.97M -24,076 -84%
APW
934
Aventura Private Wealth
Florida
$885K -$129K -625 -12%
KLCM
935
KG&L Capital Management
Louisiana
$884K -$29.5K -143 -3%
NAM
936
NorthCrest Asset Manangement
Minnesota
$883K -$2.66M -12,891 -74%
IPW
937
Inlet Private Wealth
Florida
$879K – – –
SPC
938
Spirepoint Private Client
Florida
$874K +$24.6K +119 +3%
SLI
939
Sumitomo Life Insurance
Japan
$873K +$20K +97 +2%
ISWM
940
Intesa Sanpaolo Wealth Management
$873K -$1.44M -7,000 -61%
RP
941
Riverwater Partners
Wisconsin
$869K +$183K +886 +25%
AC
942
Avestar Capital
New York
$869K +$110K +532 +14%
BW
943
Blalock Williams
Alabama
$862K +$20.2K +98 +2%
CANC
944
Culbertson A N & Co
Virginia
$859K +$894K +4,331 New
OL
945
Odyssean LLC
Connecticut
$849K +$884K +4,282 New
MSA
946
Marino Stram & Associates
Massachusetts
$840K +$15.5K +75 +2%
RK
947
Rather & Kittrell
Tennessee
$837K -$129K -626 -13%
BAM
948
Berkshire Asset Management
Pennsylvania
$833K -$203K -982 -19%
EC
949
EntryPoint Capital
New York
$832K +$866K +4,197 New
IWM
950
IHT Wealth Management
Illinois
$826K +$82.3K +399 +11%
36 37
38
39 40