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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
951
Valeo Financial Advisors
Indiana
$943K +$84K +372 +10%
CCG
952
Ceeto Capital Group
Florida
$938K +$231K +1,025 +33%
NW
953
Naviter Wealth
Arkansas
$936K -$464K -2,056 -33%
PWPS
954
Pinnacle Wealth Planning Services
Ohio
$935K +$64.1K +284 +7%
CFA
955
CWS Financial Advisors
Michigan
$933K +$71.8K +318 +8%
CCP
956
Cassia Capital Partners
North Carolina
$923K -$88.8K -393 -9%
AUB
957
Atlantic Union Bankshares
Virginia
$916K -$6.32K -28 -0.7%
FM
958
Foster & Motley
Ohio
$912K -$4.97K -22 -0.5%
CA
959
Cullinan Associates
Kentucky
$911K – – –
LIM
960
Letson Investment Management
Georgia
$911K – – –
IB
961
Intrust Bank
Kansas
$907K -$43.8K -194 -5%
BFS
962
Bradley Foster & Sargent
Connecticut
$905K +$2.26K +10 +0.3%
EFG
963
Everhart Financial Group
Ohio
$902K -$140K -618 -13%
PWAM
964
Papamarkou Wellner Asset Management
New York
$902K +$894K +3,959 New
SFA
965
Souders Financial Advisors
Ohio
$900K +$247K +1,094 +38%
V
966
ViaWealth
Kansas
$898K -$63K -279 -7%
WFA
967
Wellspring Financial Advisors
Ohio
$893K +$884K +3,915 New
AAS
968
Ameritas Advisory Services
Nebraska
$891K +$793K +3,511 +871%
PPWP
969
Premier Path Wealth Partners
New Jersey
$887K -$22.4K -99 -2%
WCM
970
WealthBridge Capital Management
Ohio
$884K -$989K -4,381 -53%
AO
971
Advisor OS
Illinois
$880K -$111K -491 -11%
AC
972
Avestar Capital
New York
$877K -$17.6K -78 -2%
LRWM
973
Lord & Richards Wealth Management
Colorado
$869K -$635K -2,813 -42%
EFS
974
Essex Financial Services
Connecticut
$858K -$1.35K -6 -0.2%
IWM
975
IHT Wealth Management
Illinois
$858K -$301K -1,332 -26%
37 38
39
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