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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1176
Principal Street Partners
Tennessee
$654K +$336K +1,225 +100%
FG
1177
Fiduciary Group
Georgia
$654K -$50.7K -185 -7%
NWMG
1178
National Wealth Management Group
Ohio
$653K +$126K +460 +23%
TCOV
1179
Trust Company of Vermont
Vermont
$652K – – –
YC
1180
Yarbrough Capital
Tennessee
$649K – – –
AF
1181
Aviso Financial
Ontario, Canada
$648K -$15.6K -57 -2%
CCA
1182
Coign Capital Advisors
Utah
$648K +$10.4K +38 +2%
WWM
1183
Whalen Wealth Management
Nevada
$647K +$664K +2,424 New
MCM
1184
Mendel Capital Management
Arkansas
$643K +$661K +2,410 New
HTIM
1185
Harbour Trust & Investment Management
Indiana
$642K – – –
IIM
1186
Intact Investment Management
Quebec, Canada
$640K +$658K +2,400 New
FAFN
1187
First Affirmative Financial Network
Colorado
$639K +$35.4K +129 +6%
FHA
1188
First Horizon Advisors
Tennessee
$637K +$44.4K +162 +7%
CAG
1189
Csenge Advisory Group
Florida
$634K -$71.8K -262 -11%
CAL
1190
Capital Analysts LLC
Pennsylvania
$630K +$43.6K +159 +7%
CCC
1191
Compass Capital Corp
Massachusetts
$628K +$142K +519 +26%
OWM
1192
Orgel Wealth Management
Wisconsin
$626K -$30.4K -111 -5%
RAM
1193
Readystate Asset Management
Illinois
$619K +$636K +2,320 New
TC
1194
TownSquare Capital
Utah
$618K -$2.57M -9,377 -80%
BMWM
1195
Brown Miller Wealth Management
Virginia
$617K -$8.5K -31 -1%
GFG
1196
Greystone Financial Group
Michigan
$613K +$630K +2,298 New
RG
1197
Renaissance Group
Kentucky
$613K -$149K -544 -19%
FMLI
1198
Fukoku Mutual Life Insurance
Japan
$612K -$70.7K -258 -10%
LCWP
1199
Legacy Capital Wealth Partners
Arkansas
$610K +$24.9K +91 +4%
HIP
1200
HUB Investment Partners
Texas
$609K +$45.5K +166 +8%
46 47
48
49 50