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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
1051
Trust Point Inc
Wisconsin
$374K -$33.4K -180 -9%
WMA
1052
Wealth Management Associates
New Jersey
$373K +$333K +1,795 New
CG
1053
Cynosure Group
Utah
$372K +$334K +1,798 New
PWMAG
1054
Pinnacle Wealth Management Advisory Group
New Jersey
$372K +$10.6K +57 +3%
EL
1055
Envoi LLC
Minnesota
$370K +$332K +1,790 New
LSA
1056
Lion Street Advisors
Texas
$370K – – –
LAS
1057
LWM Advisory Services
Florida
$370K -$263K -1,416 -44%
FIA
1058
Foundations Investment Advisors
Arizona
$368K +$330K +1,780 New
SMA
1059
Sage Mountain Advisors
Georgia
$368K +$62.7K +338 +23%
SWM
1060
Spire Wealth Management
Virginia
$368K -$28.8K -155 -8%
MC
1061
Moors & Cabot
Massachusetts
$367K +$329K +1,774 New
DMBA
1062
Deseret Mutual Benefit Administrators
Utah
$365K +$928 +5 +0.3%
MPWT
1063
MassMutual Private Wealth & Trust
Connecticut
$365K +$13.5K +73 +4%
BCWM
1064
Bartlett & Co Wealth Management
Ohio
$365K +$742 +4 +0.2%
EL
1065
EMFO LLC
Florida
$362K – – –
BWA
1066
Brave Warrior Advisors
New York
$361K – – –
ST
1067
Smithfield Trust
Pennsylvania
$360K +$12.6K +68 +4%
SIM
1068
Stratos Investment Management
Ohio
$360K +$5.94K +32 +2%
RA
1069
Ruggaard & Associates
Ohio
$360K – – –
EFSCE
1070
Enterprise Financial Services Corp (EFSC)
Missouri
$358K +$322K +1,733 New
CCG
1071
Catalina Capital Group
California
$354K +$318K +1,714 New
CT
1072
Clearstead Trust
Maine
$354K -$337K -1,816 -51%
NI
1073
NDVR Inc
Massachusetts
$354K +$29.9K +161 +10%
ATC
1074
Argent Trust Co
Tennessee
$352K +$40.1K +216 +15%
BA
1075
Baugh & Associates
Georgia
$352K – – –
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