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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
1001
Leo Wealth LLC
Texas
$999K +$180K +688 +24%
IWA
1002
Icon Wealth Advisors
Texas
$987K +$69.6K +266 +8%
HCM
1003
Hutner Capital Management
Vermont
$987K +$912K +3,487 New
TCM
1004
Twin Capital Management
Pennsylvania
$984K +$909K +3,477 New
FFAS
1005
FIG Financial Advisory Services
Oklahoma
$979K +$905K +3,460 New
VIS
1006
Vega Investment Solutions
France
$973K +$903K +3,453 New
SWM
1007
Seed Wealth Management
Illinois
$973K – – –
PSC
1008
Prentiss Smith & Co
Vermont
$970K – – –
DEM
1009
Disciplined Equity Management
Florida
$968K -$78.5K -300 -8%
JRFS
1010
James Reed Financial Services
Ohio
$964K – – –
KBFS
1011
Kohmann Bosshard Financial Services
Ohio
$963K – – –
IWM
1012
IHT Wealth Management
Illinois
$961K +$140K +536 +19%
MC
1013
Moors & Cabot
Massachusetts
$959K -$122K -467 -12%
AW
1014
Alteri Wealth
California
$958K -$39.8K -152 -4%
FHA
1015
Flagship Harbor Advisors
Massachusetts
$956K -$4.45K -17 -0.5%
MS
1016
Maven Securities
Jersey
$951K +$278K +1,063 +46%
JWCA
1017
J.W. Cole Advisors
Florida
$948K +$601K +2,297 +218%
CAG
1018
Crestwood Advisors Group
Massachusetts
$945K +$46K +176 +6%
AWM
1019
Avior Wealth Management
Nebraska
$944K +$41.1K +157 +5%
SI
1020
Scharf Investments
California
$938K -$42.1K -161 -5%
CIAS
1021
Capital Investment Advisory Services
North Carolina
$936K +$13.3K +51 +2%
GS
1022
GTS Securities
Florida
$934K -$989K -3,782 -53%
GJWM
1023
Gilliland Jeter Wealth Management
Arkansas
$928K -$4.97K -19 -0.6%
HH
1024
Hilltop Holdings
Texas
$928K +$79.5K +304 +10%
WIC
1025
Woodmont Investment Counsel
Tennessee
$927K -$24.8K -95 -3%
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