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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1101
AlphaCore Capital
California
$516K -$135K -656 -20%
CA
1102
Continuum Advisory
Idaho
$515K -$7.22K -35 -1%
GRR
1103
Golden Reserve Retirement
Ohio
$513K +$534K +2,589 New
BOM
1104
Bank of Marin
California
$513K +$293K +1,418 +121%
GAG
1105
GM Advisory Group
New York
$512K +$31.6K +153 +6%
PF
1106
Prota Financial
Texas
$512K +$53.9K +261 +11%
SW
1107
Simplicity Wealth
New Jersey
$511K -$59.9K -290 -10%
AWA
1108
Argos Wealth Advisors
California
$508K +$529K +2,563 New
WSA
1109
Wealth Science Advisors
Georgia
$508K – – –
FHC
1110
First Heartland Consultants
Missouri
$506K +$2.68K +13 +0.5%
SEEDPG
1111
S.E.E.D. Planning Group
New York
$505K +$526K +2,550 New
TFS
1112
Thoroughbred Financial Services
Tennessee
$504K – – –
TPA
1113
Trivium Point Advisory
Connecticut
$504K +$524K +2,541 New
KIA
1114
KCM Investment Advisors
California
$501K +$60.5K +293 +13%
FAFN
1115
First Affirmative Financial Network
Colorado
$499K +$519K +2,515 New
WA
1116
Waddell & Associates
Tennessee
$497K -$228K -1,105 -31%
DWM
1117
Drive Wealth Management
Utah
$497K -$143K -692 -22%
DWM
1118
Defined Wealth Management
Oregon
$494K +$1.65K +8 +0.3%
IFO
1119
Independent Family Office
New York
$493K +$285K +1,379 +124%
SIA
1120
Soltis Investment Advisors
Utah
$493K -$18.6K -90 -3%
KCP
1121
Kera Capital Partners
California
$492K +$115K +558 +29%
EWA
1122
Exencial Wealth Advisors
Oklahoma
$491K -$18K -87 -3%
QFW
1123
QTR Family Wealth
Florida
$489K -$76.8K -372 -13%
SFG
1124
Sunburst Financial Group
Alabama
$488K +$178K +861 +54%
SPC
1125
Sigma Planning Corp
Michigan
$487K +$46.2K +224 +10%
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