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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1026
Howard Capital Management
Georgia
$927K -$131K -501 -13%
HFM
1027
Hartford Funds Management
Pennsylvania
$924K +$74.3K +284 +10%
CFA
1028
CWS Financial Advisors
Michigan
$921K – – –
1WA
1029
180 Wealth Advisors
Washington
$916K -$32.7K -125 -4%
AWA
1030
Arkadios Wealth Advisors
Georgia
$916K -$86.3K -330 -9%
VCM
1031
Voleon Capital Management
California
$910K -$5.88M -22,492 -87%
BWP
1032
Baldwin Wealth Partners
Massachusetts
$907K -$73.5K -281 -8%
KCM
1033
Kathmere Capital Management
Pennsylvania
$904K +$6.54K +25 +0.8%
PP
1034
PDS Planning
Ohio
$901K +$47.1K +180 +6%
CFFP
1035
Center for Financial Planning
Michigan
$897K – – –
WS
1036
Wedbush Securities
California
$897K +$219K +837 +36%
FW
1037
Fairway Wealth
Ohio
$892K – – –
WAM
1038
Wakefield Asset Management
Colorado
$891K +$823K +3,148 New
SW
1039
SMART Wealth
Nebraska
$875K +$168K +641 +26%
WMWM
1040
Whitaker-Myers Wealth Managers
Ohio
$870K +$804K +3,074 New
AA
1041
Alta Advisers
United Kingdom
$859K +$288K +1,100 +57%
FM
1042
Family Management
New York
$857K -$4.18K -16 -0.5%
LSA
1043
Lion Street Advisors
Texas
$856K +$33.5K +128 +4%
NB
1044
Northwest Bancshares
Pennsylvania
$853K -$42.9K -164 -5%
BWG
1045
Balanced Wealth Group
Ohio
$852K -$18.8K -72 -2%
SIG
1046
Sargent Investment Group
Maryland
$852K +$2.88K +11 +0.4%
GI
1047
Gradient Investments
Minnesota
$848K +$1.57K +6 +0.2%
IPW
1048
Impact Partnership Wealth
Georgia
$846K +$39K +149 +5%
IAS
1049
Insigneo Advisory Services
Florida
$845K +$51K +195 +7%
EWA
1050
Exencial Wealth Advisors
Oklahoma
$845K +$781K +2,985 New
40 41
42
43 44