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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
951
RiverPark Advisors
New York
$824K +$858K +4,159 New
BFG
952
Birch Financial Group
New Hampshire
$817K +$185K +897 +28%
FCM
953
Fortis Capital Management
Washington
$813K -$2.79M -13,511 -77%
EFG
954
Elm3 Financial Group
Georgia
$812K -$35.5K -172 -4%
IWMO
955
Integrated Wealth Management (Ohio)
Ohio
$812K +$418K +2,027 +98%
NB
956
Nicolet Bankshares
Wisconsin
$811K +$865K +4,192 New
CFA
957
CWS Financial Advisors
Michigan
$808K -$4.75K -23 -0.6%
MF
958
Magnetar Financial
Illinois
$807K +$827K +4,006 New
RDWM
959
Red Door Wealth Management
Tennessee
$807K +$229K +1,109 +37%
SWA
960
Strata Wealth Advisors
Texas
$806K -$181K -876 -18%
SBFM
961
S-Bank Fund Management
Finland
$803K -$31.2K -151 -4%
FCP
962
Fidelis Capital Partners
Florida
$799K -$69.1K -335 -8%
BTI
963
Blue Trust Inc
Georgia
$797K -$212K -1,026 -20%
LTAS
964
Linden Thomas Advisory Services
North Carolina
$796K +$58.2K +282 +8%
CA
965
Commerzbank Aktiengesellschaft
Germany
$796K -$43.8K -212 -5%
TCIIS
966
TIAA-CREF Individual & Institutional Services
New York
$796K +$828K +4,014 New
CCG
967
Ceeto Capital Group
Florida
$793K -$25K -121 -3%
CA
968
Cullinan Associates
Kentucky
$793K – – –
LIM
969
Letson Investment Management
Georgia
$793K – – –
SACTSONJ
970
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$787K +$819K +3,970 New
EI
971
Ellevest Inc
New York
$785K +$140K +676 +21%
V
972
ViaWealth
Kansas
$776K -$6.19K -30 -0.8%
CPA
973
Cardiff Park Advisors
California
$770K +$619K +3,000 +339%
PWPS
974
Pinnacle Wealth Planning Services
Ohio
$760K -$57K -276 -7%
BFG
975
Beacon Financial Group
Texas
$756K +$13.8K +67 +2%
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