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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1076
Ridge Creek Global
Ohio
$574K
FLPIM
1077
F.L. Putnam Investment Management
Massachusetts
$573K +$93.5K +453 +19%
CICC
1078
Capital Investment Counsel (Colorado)
Colorado
$569K +$310K +1,500 +109%
EPW
1079
Evolve Private Wealth
California
$565K -$149K -720 -20%
LFA
1080
Legacy Financial Advisors
Kentucky
$561K -$50.6K -245 -8%
ICP
1081
Interchange Capital Partners
Pennsylvania
$559K -$94.7K -459 -19%
PWP
1082
Perfromance Wealth Partners
Illinois
$553K -$15.5K -75 -3%
CG
1083
Clarus Group
Texas
$553K +$3.1K +15 +0.5%
RZH
1084
Relyea Zuckerberg Hanson
Connecticut
$551K -$123K -594 -18%
EW
1085
Evoke Wealth
California
$550K +$131K +634 +30%
DE
1086
Diversified Enterprises
Delaware
$549K +$9.29K +45 +2%
MCM
1087
Mendel Capital Management
Arkansas
$547K +$570K +2,761 New
FW
1088
Fairway Wealth
Ohio
$545K
RPCONE
1089
Retirement Planning Company of New England
Rhode Island
$545K +$89.4K +433 +19%
RCAG
1090
Rehmann Capital Advisory Group
Michigan
$543K +$83K +402 +17%
PE
1091
PCM Encore
Colorado
$543K +$54.9K +266 +11%
KCIC
1092
Kuhn & Co Investment Counsel
Illinois
$540K +$9.29K +45 +2%
O3W
1093
Omni 360 Wealth
New Jersey
$535K
OFS
1094
Orrstown Financial Services
Pennsylvania
$534K +$6.61K +32 +1%
TPI
1095
Trust Point Inc
Wisconsin
$532K +$180K +871 +48%
KCM
1096
Kathmere Capital Management
Pennsylvania
$530K +$35.1K +170 +7%
BHWM
1097
Bar Harbor Wealth Management
New Hampshire
$529K
BWA
1098
Basecamp Wealth Advisors
Washington
$523K +$1.24K +6 +0.2%
DFS
1099
Demming Financial Services
Ohio
$520K -$413 -2 -0.1%
CBA
1100
Coastal Bridge Advisors
Connecticut
$518K -$14.9K -72 -3%