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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
976
Sentry Investment Management
Wisconsin
$589K -$122K -581 -17%
CANY
977
Caxton Associates (New York)
New York
$582K +$587K +2,804 New
SFS
978
Symphony Financial Services
Ohio
$582K +$581K +2,776 New
LWM
979
Lakeridge Wealth Management
Ohio
$581K +$175K +834 +42%
RFG
980
Range Financial Group
Oregon
$576K +$580K +2,773 New
Koshinski Asset Management
981
Koshinski Asset Management
Illinois
$573K +$573K +2,736 New
CA
982
Cortland Associates
Missouri
$572K +$91K +435 +19%
FLPIM
983
F.L. Putnam Investment Management
Massachusetts
$570K -$197K -943 -26%
GRP
984
Global Retirement Partners
California
$570K +$175K +837 +44%
APA
985
Astoria Portfolio Advisors
New York
$569K +$24.5K +117 +4%
DS
986
DRW Securities
Illinois
$563K +$282K +1,348 +99%
TWM
987
TriaGen Wealth Management
California
$562K +$1.05K +5 +0.2%
EFS
988
Essex Financial Services
Connecticut
$562K +$157K +749 +41%
PCA
989
Pallas Capital Advisors
Massachusetts
$558K +$521K +2,487 New
PP
990
PDS Planning
Ohio
$558K +$10.5K +50 +2%
GFP
991
Gryphon Financial Partners
Ohio
$554K +$141K +672 +34%
KCIC
992
Kuhn & Co Investment Counsel
Illinois
$554K
CFGS
993
Concourse Financial Group Securities
Alabama
$547K -$73K -349 -12%
LJAC
994
L.J. Altfest & Co
New York
$546K -$91K -435 -14%
TSWM
995
Tyler-Stone Wealth Management
Ohio
$545K
FFM
996
Fullerton Fund Management
Singapore
$543K
IPW
997
Impact Partnership Wealth
Georgia
$541K +$545K +2,605 New
OCM
998
One Capital Management
California
$541K +$545K +2,605 New
MCM
999
Manchester Capital Management
Vermont
$539K +$25.1K +120 +5%
PWP
1000
Phillips Wealth Planners
Mississippi
$537K -$19.5K -93 -4%