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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
976
Ellevest Inc
New York
$874K +$13.6K +54 +2%
VFA
977
Valeo Financial Advisors
Indiana
$871K -$83.1K -330 -8%
AC
978
AXQ Capital
New Jersey
$871K -$37K -147 -4%
KIM
979
Kane Investment Management
California
$869K +$913K +3,625 New
BFG
980
Beacon Financial Group
Texas
$867K -$3.52K -14 -0.4%
LCG
981
Lynx Capital Group
Ohio
$861K – – –
FDS
982
Freedom Day Solutions
Texas
$859K -$8.81K -35 -1%
IFG
983
Independent Financial Group
California
$857K +$101K +400 +13%
AWA
984
Arkadios Wealth Advisors
Georgia
$854K +$80.1K +318 +10%
EFG
985
Everhart Financial Group
Ohio
$850K +$54.6K +217 +7%
CG
986
CFO4Life Group
Texas
$849K -$40.3K -160 -4%
AW
987
Alteri Wealth
California
$848K +$891K +3,538 New
LCGC
988
Legacy Capital Group California
California
$846K +$889K +3,532 New
DWM
989
Defined Wealth Management
Oregon
$846K +$2.77K +11 +0.3%
BOTPPF
990
Board of the Pension Protection Fund
United Kingdom
$839K +$881K +3,500 New
BWP
991
Baldwin Wealth Partners
Massachusetts
$835K -$19.6K -78 -2%
SI
992
Scharf Investments
California
$833K +$40.5K +161 +5%
SWM
993
Seed Wealth Management
Illinois
$824K – – –
PSC
994
Prentiss Smith & Co
Vermont
$822K – – –
IF
995
IRON Financial
Illinois
$820K +$29.2K +116 +4%
JRFS
996
James Reed Financial Services
Ohio
$817K +$858K +3,408 New
KBFS
997
Kohmann Bosshard Financial Services
Ohio
$816K -$49.3K -196 -5%
FHA
998
Flagship Harbor Advisors
Massachusetts
$814K +$5.29K +21 +0.6%
MA
999
Mutual Advisors
Nebraska
$813K -$11.3K -45 -1%
BJL
1000
Brighton Jones LLC
Washington
$813K +$115K +457 +16%
38 39
40
41 42