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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCL
1151
My Personal CFO LLC
Washington
$3.76K +$3.67K +29 New
LFG
1152
Larson Financial Group
Missouri
$3.63K +$3.55K +28 New
GFWA
1153
Grey Fox Wealth Advisors
Delaware
$3.5K +$3.42K +27 New
M
1154
MOTCO
Texas
$3.24K +$2.79K +22 +733%
CMP
1155
Coston McIsaac & Partners
Maine
$3K – – –
SC
1156
Sierra Capital
Florida
$3K – – –
HWP
1157
Highline Wealth Partners
California
$2.98K – – –
NSIM
1158
North Star Investment Management
Illinois
$2.59K +$2.53K +20 New
AA
1159
Addison Advisors
Vermont
$2.46K -$887 -7 -27%
EE
1160
EWG Elevate
California
$2.08K +$2.03K +16 New
NMG
1161
New Millennium Group
Utah
$1.95K – – –
CWP
1162
Concord Wealth Partners
Virginia
$1.95K +$1.9K +15 New
IFAM
1163
Institutional & Family Asset Management
Colorado
$1.69K – – –
TFM
1164
TFC Financial Management
Massachusetts
$1.56K – – –
BAM
1165
Bellevue Asset Management
Washington
$1.54K +$127 +1 +9%
FSWA
1166
Financial Synergies Wealth Advisors
Texas
$1.43K – – –
LF
1167
Lee Financial
Texas
$1.04K – – –
TFGT
1168
TS Financial Group (TSFG)
Illinois
$1K – – –
CCM
1169
Cribstone Capital Management
Maine
$778 – – –
BCMLT
1170
Beacon Capital Management LLC (Tennessee)
Tennessee
$649 +$634 +5 New
TWP
1171
TFO Wealth Partners
Ohio
$50 +$127 +1 New
ABI
1172
Abrams Bison Investments
Maryland
– -$54.3M -467,000 Closed
SAM
1173
Sabadell Asset Management
Spain
– -$10.5M -85,467 Closed
ECM
1174
ExodusPoint Capital Management
New York
– -$9.87M -84,901 Closed
ACM
1175
Aquatic Capital Management
Illinois
– -$7.69M -66,200 Closed
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