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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1051
PDS Planning
Ohio
$757K -$5.42K -22 -0.7%
AA
1052
Alta Advisers
United Kingdom
$750K – – –
FM
1053
Family Management
New York
$734K +$2.71K +11 +0.4%
NB
1054
Northwest Bancshares
Pennsylvania
$732K – – –
PAM
1055
Peak Asset Management
Colorado
$731K – – –
RDWM
1056
Red Door Wealth Management
Tennessee
$730K -$27.6K -112 -4%
OFS
1057
OneAscent Financial Services
Alabama
$730K +$17K +69 +2%
SOW
1058
State of Wyoming
Wyoming
$729K +$367K +1,488 +102%
SFS
1059
Sowell Financial Services
Arkansas
$729K -$53K -215 -7%
ONB
1060
Old National Bancorp
Indiana
$728K +$64.8K +263 +10%
TRIA
1061
Trail Ridge Investment Advisors
Colorado
$727K +$9.61K +39 +1%
GVAG
1062
Great Valley Advisor Group
Delaware
$724K -$566K -2,297 -44%
CG
1063
Clarus Group
Texas
$723K +$37.7K +153 +6%
GI
1064
Gradient Investments
Minnesota
$723K -$20K -81 -3%
GS
1065
GTS Securities
Florida
$723K +$186K +753 +35%
PWP
1066
Perfromance Wealth Partners
Illinois
$712K +$433K +1,758 +156%
SFS
1067
Symphony Financial Services
Ohio
$712K +$3.21K +13 +0.5%
KA
1068
Klingman & Associates
New York
$711K -$68.8K -279 -9%
FB
1069
Fulton Bank
Pennsylvania
$711K -$106K -428 -13%
SF
1070
Synovus Financial
Georgia
$710K +$29.6K +120 +4%
KCM
1071
Kathmere Capital Management
Pennsylvania
$708K -$22.7K -92 -3%
SFA
1072
Souders Financial Advisors
Ohio
$706K +$44.1K +179 +7%
OFS
1073
Orrstown Financial Services
Pennsylvania
$705K +$78.6K +319 +13%
CA
1074
Continuum Advisory
Idaho
$705K +$19.2K +78 +3%
LWM
1075
Lakeridge Wealth Management
Ohio
$705K +$1.23K +5 +0.2%
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