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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1101
Orgel Wealth Management
Wisconsin
$588K – – –
SW
1102
SMART Wealth
Nebraska
$587K +$324K +1,286 +110%
CCP
1103
Cassia Capital Partners
North Carolina
$587K +$617K +2,450 New
SIM
1104
Sentry Investment Management
Wisconsin
$585K -$99.9K -397 -14%
MSCM
1105
McElhenny Sheffield Capital Management
Texas
$585K +$30.7K +122 +5%
CC
1106
Corton Capital
Ontario, Canada
$585K +$614K +2,441 New
TCOV
1107
Trust Company of Vermont
Vermont
$583K +$13.1K +52 +2%
MAG
1108
MRA Advisory Group
New Jersey
$579K +$39.8K +158 +7%
SAM
1109
Secure Asset Management
Michigan
$576K +$127K +506 +27%
GAG
1110
GM Advisory Group
New York
$571K +$600K +2,385 New
GLF
1111
Groupe la Francaise
France
$569K +$599K +2,378 New
UWS
1112
Unique Wealth Strategies
Illinois
$569K +$598K +2,376 New
PCP
1113
Proficio Capital Partners
Massachusetts
$568K +$209K +832 +54%
PCS
1114
Personal CFO Solutions
New Jersey
$564K +$97.2K +386 +20%
RDWM
1115
Red Door Wealth Management
Tennessee
$562K -$252 -1 -0%
WS
1116
Wedbush Securities
California
$559K +$164K +653 +39%
FCBT
1117
First Citizens Bank & Trust
North Carolina
$558K +$73.8K +293 +14%
AC
1118
AlphaCore Capital
California
$555K -$132K -523 -18%
MFS
1119
Miller Financial Services
Michigan
$552K +$580K +2,304 New
FHA
1120
First Horizon Advisors
Tennessee
$551K +$33K +131 +6%
MS
1121
Maven Securities
Jersey
$550K -$497K -1,976 -46%
KAS
1122
KPP Advisory Services
Kentucky
$547K -$5.04K -20 -0.9%
PWP
1123
Phillips Wealth Planners
Mississippi
$546K +$5.54K +22 +1%
EWA
1124
EP Wealth Advisors
California
$545K -$42.5K -169 -7%
LAM
1125
L2 Asset Management
Massachusetts
$544K -$11.3K -45 -2%
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