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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
1126
QTR Family Wealth
Florida
$638K +$590K +2,254 New
FHC
1127
First Heartland Consultants
Missouri
$636K +$27.5K +105 +5%
SOW
1128
State of Wyoming
Wyoming
$633K -$618K -2,364 -51%
UHC
1129
Union Heritage Capital
Michigan
$633K – – –
SWM
1130
Stockman Wealth Management
Montana
$631K – – –
TCM
1131
Tuttle Capital Management
Connecticut
$631K +$23.8K +91 +4%
FHA
1132
First Horizon Advisors
Tennessee
$630K -$19.4K -74 -3%
DWM
1133
Drive Wealth Management
Utah
$629K -$2.35K -9 -0.4%
TA
1134
TrueWealth Advisors
Alabama
$628K +$353K +1,351 +155%
CBA
1135
Coastal Bridge Advisors
Connecticut
$626K +$280K +1,069 +93%
AIC
1136
Archer Investment Corporation
Indiana
$623K +$26.2K +100 +5%
CAL
1137
Capital Analysts LLC
Pennsylvania
$623K -$1.05K -4 -0.2%
JWCA
1138
J.W. Coons Advisors
Ohio
$623K – – –
KWM
1139
Kingsview Wealth Management
Oregon
$622K +$13.6K +52 +2%
RIP
1140
RAM Investment Partners
Washington
$621K +$18.8K +72 +3%
LCWP
1141
Legacy Capital Wealth Partners
Arkansas
$621K +$52.8K +202 +10%
KAS
1142
KPP Advisory Services
Kentucky
$617K -$26.7K -102 -4%
JCM
1143
Jacobi Capital Management
Pennsylvania
$614K +$11.8K +45 +2%
KA
1144
Klingman & Associates
New York
$612K +$210K +804 +59%
ALAM
1145
Asahi Life Asset Management
Japan
$610K +$276K +1,055 +96%
SFA
1146
Souders Financial Advisors
Ohio
$606K -$26.7K -102 -5%
ST
1147
Spinnaker Trust
Maine
$603K – – –
JSW
1148
Journey Strategic Wealth
New Jersey
$601K +$6.8K +26 +1%
EA
1149
Everpar Advisors
Oklahoma
$600K -$5.23K -20 -0.9%
WA
1150
Waddell & Associates
Tennessee
$599K – – –
44 45
46
47 48