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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
1076
Fairway Wealth
Ohio
$653K +$48.2K +239 +9%
LWM
1077
Lakeridge Wealth Management
Ohio
$650K -$13.9K -69 -2%
IAN
1078
Integrated Advisors Network
Texas
$648K +$10.9K +54 +2%
WAM
1079
Wakefield Asset Management
Colorado
$648K – – –
PAM
1080
Peak Asset Management
Colorado
$647K – – –
BA
1081
Bridgewater Advisors
New York
$641K +$15.9K +79 +3%
PF
1082
Prota Financial
Texas
$641K +$53K +263 +10%
TCBWMS
1083
Texas Capital Bank Wealth Management Services
Texas
$640K -$126K -625 -18%
CAL
1084
Capital Analysts LLC
Pennsylvania
$637K +$188K +931 +47%
BTI
1085
Blue Trust Inc
Georgia
$637K -$222K -1,103 -27%
MLM
1086
Mount Lucas Management
Pennsylvania
$636K -$421K -2,088 -42%
DFS
1087
Demming Financial Services
Ohio
$636K +$57.8K +287 +11%
RPCONE
1088
Retirement Planning Company of New England
Rhode Island
$635K +$32.4K +161 +6%
RCG
1089
Ridge Creek Global
Ohio
$632K – – –
AC
1090
AlphaCore Capital
California
$632K +$58.6K +291 +11%
PCM
1091
Permanent Capital Management
Illinois
$631K – – –
AW
1092
Alteri Wealth
California
$631K -$6.65K -33 -1%
ONB
1093
Old National Bancorp
Indiana
$629K -$22.2K -110 -4%
LS
1094
Livforsakringsbolaget Skandia
Sweden
$629K -$101K -500 -15%
CICC
1095
Capital Investment Counsel (Colorado)
Colorado
$627K – – –
EFS
1096
Essex Financial Services
Connecticut
$626K -$62.3K -309 -10%
FAM
1097
Fulcrum Asset Management
United Kingdom
$623K -$3.7M -18,382 -87%
WA
1098
Wealth Alliance
New York
$622K -$62.9K -312 -10%
CAM
1099
Cidel Asset Management
Ontario, Canada
$621K +$95.9K +476 +20%
AG
1100
AlTi Global
New York
$619K -$23.2K -115 -4%
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