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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
976
Pinnacle Wealth Planning Services
Ohio
$944K +$29.6K +120 +3%
II
977
Impact Investors
California
$942K -$136K -553 -13%
HWM
978
Hohimer Wealth Management
Washington
$941K +$252K +1,022 +37%
LTAS
979
Linden Thomas Advisory Services
North Carolina
$940K +$74K +300 +9%
NPT
980
Nixon Peabody Trust
Massachusetts
$934K -$26.6K -108 -3%
CFA
981
CWS Financial Advisors
Michigan
$934K +$52K +211 +6%
EFS
982
Essex Financial Services
Connecticut
$932K -$29.6K -120 -3%
VFA
983
Valeo Financial Advisors
Indiana
$931K -$108K -439 -10%
GRP
984
Global Retirement Partners
California
$925K -$36.7K -149 -4%
LWL
985
Leo Wealth LLC
Texas
$924K -$35.5K -144 -4%
MA
986
Mutual Advisors
Nebraska
$922K +$39.7K +161 +4%
MMG
987
Monetary Management Group
Missouri
$921K – – –
BFG
988
Beacon Financial Group
Texas
$918K +$7.15K +29 +0.8%
HIM
989
Hillsdale Investment Management
Ontario, Canada
$914K -$1.98M -8,040 -68%
IQI
990
Integrated Quantitative Investments
Washington
$913K – – –
BW
991
Blalock Williams
Alabama
$908K +$35.3K +143 +4%
BAM
992
Belpointe Asset Management
Nevada
$906K -$209K -848 -19%
IFA
993
Index Fund Advisors
California
$894K -$1.48K -6 -0.2%
IAN
994
Integrated Advisors Network
Texas
$893K -$16.5K -67 -2%
RP
995
Riverwater Partners
Wisconsin
$890K -$378K -1,534 -30%
LCG
996
Lynx Capital Group
Ohio
$888K – – –
KNW
997
Kesler Norman & Wride
Utah
$885K -$118K -478 -11%
TA
998
TrueWealth Advisors
Alabama
$885K +$257K +1,042 +41%
GFP
999
Gryphon Financial Partners
Ohio
$883K +$209K +847 +31%
WMWM
1000
Whitaker-Myers Wealth Managers
Ohio
$878K -$274K -1,112 -24%
38 39
40
41 42