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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1051
Bridgefront Capital
Texas
$619K +$567K +2,440 New
SWM
1052
Selective Wealth Management
Virginia
$615K -$139K -597 -19%
GIA
1053
Gateway Investment Advisers
Ohio
$611K +$141K +605 +34%
TCOV
1054
Trust Company of Vermont
Vermont
$604K +$4.18K +18 +0.8%
LFAS
1055
Level Four Advisory Services
Texas
$601K +$138K +594 +32%
EA
1056
Everpar Advisors
Oklahoma
$600K -$138K -593 -20%
OAM
1057
Oxford Asset Management
United Kingdom
$597K +$547K +2,353 New
IAIM
1058
International Assets Investment Management
Florida
$596K +$81.1K +349 +17%
RDWM
1059
Red Door Wealth Management
Tennessee
$596K -$2.56K -11 -0.5%
VA
1060
Valmark Advisers
Ohio
$595K -$143K -614 -21%
SAI
1061
Savvy Advisors Inc
New York
$593K +$543K +2,337 New
OFS
1062
OneAscent Financial Services
Alabama
$592K +$543K +2,335 New
GF
1063
Gries Financial
Ohio
$591K -$3.95K -17 -0.7%
MSCM
1064
McElhenny Sheffield Capital Management
Texas
$588K +$539K +2,319 New
LAM
1065
L2 Asset Management
Massachusetts
$588K +$18.1K +78 +3%
PWP
1066
Phillips Wealth Planners
Mississippi
$586K -$61.4K -264 -10%
WA
1067
Waddell & Associates
Tennessee
$586K – – –
KAS
1068
KPP Advisory Services
Kentucky
$584K -$15.6K -67 -3%
WCWM
1069
Willow Creek Wealth Management
California
$581K -$26.7K -115 -5%
LSA
1070
Lion Street Advisors
Texas
$581K -$3.02K -13 -0.6%
HH
1071
Hilltop Holdings
Texas
$580K +$532K +2,287 New
EWM
1072
Empirical Wealth Management
Washington
$579K +$16.7K +72 +3%
MAG
1073
MRA Advisory Group
New Jersey
$573K +$164K +705 +45%
FHC
1074
First Heartland Consultants
Missouri
$572K +$18.4K +79 +4%
FAFN
1075
First Affirmative Financial Network
Colorado
$569K +$65.3K +281 +14%
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43
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