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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1151
Brave Warrior Advisors
New York
$443K – – –
MWM
1152
Modern Wealth Management
Kansas
$442K -$38.4K -165 -9%
RA
1153
Ruggaard & Associates
Ohio
$441K – – –
PWS
1154
Precision Wealth Strategies
Missouri
$437K -$12.8K -55 -3%
OWM
1155
OneAscent Wealth Management
Alabama
$435K +$398K +1,713 New
CP
1156
Castleview Partners
Texas
$434K +$10.5K +45 +3%
ATC
1157
Argent Trust Co
Tennessee
$431K -$29.8K -128 -7%
SLWA
1158
San Luis Wealth Advisors
California
$430K +$394K +1,695 New
RK
1159
Rather & Kittrell
Tennessee
$430K +$1.16K +5 +0.3%
NI
1160
NDVR Inc
Massachusetts
$429K +$18.8K +81 +5%
ST
1161
Smithfield Trust
Pennsylvania
$429K – – –
CTI
1162
Community Trust & Investment
Kentucky
$428K +$392K +1,685 New
EFSCE
1163
Enterprise Financial Services Corp (EFSC)
Missouri
$427K -$2.56K -11 -0.6%
WS
1164
Wedbush Securities
California
$426K -$581K -2,501 -60%
RWM
1165
Revisor Wealth Management
Ohio
$426K +$32.8K +141 +9%
CT
1166
Clearstead Trust
Maine
$424K -$10K -43 -3%
NS
1167
NBC Securities
Alabama
$423K +$3.72K +16 +1%
DMBA
1168
Deseret Mutual Benefit Administrators
Utah
$421K -$17.2K -74 -4%
SCP
1169
Sivia Capital Partners
California
$419K -$3.02K -13 -0.8%
BA
1170
Baugh & Associates
Georgia
$419K -$11.6K -50 -3%
KFS
1171
Kaizen Financial Strategies
California
$419K – – –
KIA
1172
KCM Investment Advisors
California
$416K – – –
OP
1173
ORG Partners
Indiana
$416K -$103K -442 -21%
JWS
1174
Juncture Wealth Strategies
Arizona
$415K -$12.3K -53 -3%
RG
1175
Rathbones Group
United Kingdom
$414K – – –
45 46
47
48 49