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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1026
Bartlett & Co Wealth Management
Ohio
$279K -$98.6K -630 -26%
BWA
1027
Brave Warrior Advisors
New York
$278K – – –
FFN
1028
Focus Financial Network
Minnesota
$277K +$157 +1 +0.1%
PWMAG
1029
Pinnacle Wealth Management Advisory Group
New Jersey
$277K +$470 +3 +0.2%
RA
1030
Ruggaard & Associates
Ohio
$277K – – –
FHA
1031
First Horizon Advisors
Tennessee
$275K -$25.1K -160 -8%
CA
1032
CoreCap Advisors
Michigan
$275K +$271K +1,728 New
BWP
1033
BSW Wealth Partners
Colorado
$275K +$10.8K +69 +4%
SIM
1034
Stratos Investment Management
Ohio
$272K +$267K +1,708 New
BTWM
1035
Baker Tilly Wealth Management
Wisconsin
$272K -$112K -716 -30%
BA
1036
Baugh & Associates
Georgia
$271K – – –
ST
1037
Smithfield Trust
Pennsylvania
$270K – – –
EFS
1038
Essex Financial Services
Connecticut
$270K -$8.77K -56 -3%
MGWM
1039
Marks Group Wealth Management
Minnesota
$270K -$9.86K -63 -4%
MPWT
1040
MassMutual Private Wealth & Trust
Connecticut
$270K +$26.8K +171 +11%
SWP
1041
Significant Wealth Partners
Illinois
$269K +$264K +1,689 New
ICG
1042
InterOcean Capital Group
Tennessee
$269K +$264K +1,688 New
LA
1043
Legacy Advisors
Pennsylvania
$269K +$34.3K +219 +15%
CCM
1044
Carlson Capital Management
Minnesota
$267K +$262K +1,676 New
LCWP
1045
Legacy Capital Wealth Partners
Arkansas
$266K -$6.11K -39 -2%
FFP
1046
FourThought Financial Partners
Florida
$265K -$1.72K -11 -0.7%
SCP
1047
Sivia Capital Partners
California
$264K +$260K +1,659 New
RK
1048
Rather & Kittrell
Tennessee
$264K – – –
KFA
1049
Kapstone Financial Advisors
Ohio
$262K – – –
FIM
1050
Freedom Investment Management
Connecticut
$261K -$59.3K -379 -19%
40 41
42
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