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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1026
AlphaCore Capital
California
$742K +$104K +460 +16%
WFC
1027
Western Financial Corp
California
$739K +$33K +146 +5%
GI
1028
Gradient Investments
Minnesota
$738K +$70.7K +313 +11%
BFM
1029
Boothbay Fund Management
New York
$738K +$385K +1,704 +111%
GJWM
1030
Gilliland Jeter Wealth Management
Arkansas
$738K +$226 +1 +0%
PCM
1031
Penserra Capital Management
California
$736K -$897K -3,970 -55%
BFG
1032
Birch Financial Group
New Hampshire
$735K +$279K +1,236 +62%
RS
1033
R Squared
Hong Kong
$733K -$531K -2,353 -42%
NL
1034
NWAM LLC
Washington
$732K -$29.8K -132 -4%
CIAS
1035
Capital Investment Advisory Services
North Carolina
$730K -$9.26K -41 -1%
PCS
1036
Personal CFO Solutions
New Jersey
$729K -$29.6K -131 -4%
DWM
1037
Drive Wealth Management
Utah
$728K +$179K +791 +33%
HIP
1038
HUB Investment Partners
Texas
$728K +$203K +900 +39%
LFGO
1039
Legacy Financial Group (Oklahoma)
Oklahoma
$723K -$24.2K -107 -3%
LWL
1040
Leo Wealth LLC
Texas
$723K -$128K -566 -15%
CFFP
1041
Center for Financial Planning
Michigan
$722K – – –
WFI
1042
West Family Investments
California
$719K -$210K -931 -23%
AW
1043
Alteri Wealth
California
$718K +$81.1K +359 +13%
TRIA
1044
Trail Ridge Investment Advisors
Colorado
$714K +$42.7K +189 +6%
AAM
1045
Auxier Asset Management
Oregon
$704K +$273K +1,210 +64%
KP
1046
Keel Point
Alabama
$704K -$40.6K -180 -6%
LFA
1047
Legacy Financial Advisors
Kentucky
$700K -$50.1K -222 -7%
SFS
1048
Symphony Financial Services
Ohio
$699K +$42K +186 +6%
IAS
1049
Insigneo Advisory Services
Florida
$699K -$97.6K -432 -12%
PP
1050
PDS Planning
Ohio
$694K -$3.84K -17 -0.6%
40 41
42
43 44