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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1126
Hohimer Wealth Management
Washington
$744K +$10.7K +39 +1%
CA
1127
Continuum Advisory
Idaho
$741K -$3.68M -13,433 -83%
CG
1128
Clarus Group
Texas
$741K +$8.22K +30 +1%
SF
1129
Synovus Financial
Georgia
$736K -$677K -2,468 -47%
AC
1130
AlphaCore Capital
California
$735K +$98.4K +359 +15%
WFC
1131
Western Financial Corp
California
$729K -$45.2K -165 -6%
GFP
1132
Gryphon Financial Partners
Ohio
$729K +$119K +434 +19%
MCM
1133
Manchester Capital Management
Vermont
$728K -$6.85K -25 -0.9%
PIA
1134
Pinion Investment Advisors
Kansas
$728K -$4.39K -16 -0.6%
O3W
1135
Omni 360 Wealth
New Jersey
$726K – – –
IA
1136
IFC Advisors
California
$720K -$34.3K -125 -4%
EWA
1137
Exencial Wealth Advisors
Oklahoma
$718K -$80.6K -294 -10%
RIA
1138
Realta Investment Advisors
Delaware
$718K +$54.5K +199 +8%
BIG
1139
Brookwood Investment Group
Arizona
$717K -$399K -1,457 -35%
ONB
1140
Old National Bancorp
Indiana
$717K +$187K +681 +34%
SFA
1141
Souders Financial Advisors
Ohio
$715K +$148K +539 +25%
KCIC
1142
Kuhn & Co Investment Counsel
Illinois
$715K +$3.56K +13 +0.5%
CP
1143
Covenant Partners
Tennessee
$715K – – –
LSA
1144
Lion Street Advisors
Texas
$714K -$95.7K -349 -12%
DIM
1145
Delta Investment Management
California
$712K -$7.67K -28 -1%
HBT
1146
Heartland Bank & Trust
Illinois
$711K -$25.5K -93 -3%
JSAM
1147
J. Safra Asset Management
New York
$709K +$644K +2,350 +765%
CBA
1148
Coastal Bridge Advisors
Connecticut
$706K +$118K +431 +19%
TRIA
1149
Trail Ridge Investment Advisors
Colorado
$703K +$12.3K +45 +2%
FLPIM
1150
F.L. Putnam Investment Management
Massachusetts
$703K +$40.3K +147 +6%
44 45
46
47 48