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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1101
Wealth Management Associates
New Jersey
$373K – – –
SAM
1102
Smartleaf Asset Management
Massachusetts
$371K +$114K +543 +45%
AC
1103
AlphaCore Capital
California
$370K +$373K +1,783 New
SAM
1104
Synergy Asset Management
Washington
$370K +$40.4K +193 +12%
PWS
1105
Precision Wealth Strategies
Missouri
$369K -$56.9K -272 -13%
AG
1106
AlTi Global
New York
$368K +$92.3K +441 +33%
NWWA
1107
New Wave Wealth Advisors
Arkansas
$366K +$368K +1,760 New
AB
1108
Atlas Brown
Kentucky
$365K +$120K +572 +48%
BWA
1109
Brave Warrior Advisors
New York
$363K – – –
RA
1110
Ruggaard & Associates
Ohio
$361K – – –
LA
1111
Legacy Advisors
Pennsylvania
$361K +$31.8K +152 +10%
DMBA
1112
Deseret Mutual Benefit Administrators
Utah
$360K -$7.33K -35 -2%
CCMG
1113
Clark Capital Management Group
Pennsylvania
$359K -$91.7K -438 -20%
KFS
1114
Kaizen Financial Strategies
California
$356K -$68K -325 -16%
CT
1115
Clearstead Trust
Maine
$356K – – –
TW
1116
TritonPoint Wealth
Maryland
$355K +$20.1K +96 +6%
BA
1117
Baugh & Associates
Georgia
$353K – – –
EFSCE
1118
Enterprise Financial Services Corp (EFSC)
Missouri
$352K -$7.95K -38 -2%
KLCM
1119
KG&L Capital Management
Louisiana
$351K +$354K +1,692 New
JWS
1120
Juncture Wealth Strategies
Arizona
$351K – – –
CBFP
1121
Cedar Brook Financial Partners
Ohio
$351K -$1.52M -7,276 -81%
RK
1122
Rather & Kittrell
Tennessee
$351K +$3.14K +15 +0.9%
ST
1123
Smithfield Trust
Pennsylvania
$349K -$14.2K -68 -4%
SWM
1124
Spire Wealth Management
Virginia
$348K -$21.4K -102 -6%
MCWA
1125
Meadow Creek Wealth Advisors
Georgia
$347K -$33.7K -161 -9%
43 44
45
46 47