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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1151
Cottonwood Capital Advisors
Utah
$281K -$23.8K -128 -9%
MIC
1152
Means Investment Company
Maine
$278K -$33.4K -180 -12%
WP
1153
WMS Partners
Maryland
$278K +$2.41K +13 +1%
LWL
1154
Leo Wealth LLC
Texas
$277K +$248K +1,339 New
GS
1155
GTS Securities
Florida
$277K -$5.92M -31,887 -96%
1SB
1156
1ST Source Bank
Indiana
$277K – – –
IF
1157
Intrua Financial
Texas
$276K +$5.2K +28 +2%
AG
1158
AlTi Global
New York
$275K +$247K +1,330 New
CAL
1159
Capital Analysts LLC
Pennsylvania
$275K +$106K +570 +75%
CPC
1160
Cookson Peirce & Co
Pennsylvania
$274K – – –
QWP
1161
Quotient Wealth Partners
Texas
$274K +$7.98K +43 +3%
PCM
1162
Prelude Capital Management
New York
$274K +$246K +1,324 New
4WM
1163
49 Wealth Management
Texas
$272K +$241K +1,297 New
RCAG
1164
Rehmann Capital Advisory Group
Michigan
$272K +$244K +1,316 New
MA
1165
Mezzasalma Advisors
New Jersey
$272K – – –
FP
1166
Fiduciary Planning
Florida
$272K -$11.5K -62 -4%
OWA
1167
Octavia Wealth Advisors
Ohio
$272K -$7.61K -41 -3%
ICG
1168
InterOcean Capital Group
Tennessee
$271K -$70.3K -379 -22%
RMDI
1169
R.M. Davis Inc
Maine
$270K – – –
CAG
1170
Csenge Advisory Group
Florida
$270K +$242K +1,305 New
CWS
1171
Confluence Wealth Services
Pennsylvania
$270K +$242K +1,304 New
C
1172
Certuity
Florida
$269K -$11.3K -61 -4%
RIL
1173
Rothschild Investment LLC
Illinois
$266K +$7.24K +39 +3%
BTI
1174
Blue Trust Inc
Georgia
$265K -$258K -1,388 -52%
BCA
1175
Bay Colony Advisors
Massachusetts
$265K -$124K -669 -34%
45 46
47
48 49