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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
1201
Capital Market Strategies
Florida
$283K +$285K +1,363 New
CA
1202
Claro Advisors
Massachusetts
$282K -$7.54K -36 -3%
DAS
1203
Dynamic Advisor Solutions
Arizona
$282K -$45.6K -218 -14%
WW
1204
Waterfront Wealth
Kansas
$278K -$1M -4,798 -78%
RAM
1205
Readystate Asset Management
Illinois
$278K +$280K +1,336 New
CPC
1206
Cookson Peirce & Co
Pennsylvania
$275K – – –
4WM
1207
49 Wealth Management
Texas
$274K +$2.51K +12 +0.9%
OWA
1208
Octavia Wealth Advisors
Ohio
$274K +$1.05K +5 +0.4%
FP
1209
Fiduciary Planning
Florida
$271K -$1.88K -9 -0.7%
GFS
1210
GYL Financial Synergies
Connecticut
$270K +$10.5K +50 +4%
FOA
1211
Five Oceans Advisors
California
$266K -$27.6K -132 -9%
PRS
1212
Pinkerton Retirement Specialists
Idaho
$266K +$268K +1,279 New
MGWM
1213
Marks Group Wealth Management
Minnesota
$265K -$61.7K -295 -19%
GAMC
1214
Garner Asset Management Corp
Texas
$264K – – –
MSFS
1215
Main Street Financial Solutions
Pennsylvania
$263K +$57.4K +274 +28%
ALAM
1216
Asahi Life Asset Management
Japan
$262K -$333K -1,590 -56%
CAG
1217
Csenge Advisory Group
Florida
$262K -$9.42K -45 -3%
SAI
1218
Systematic Alpha Investments
New Jersey
$261K – – –
YCG
1219
Yeomans Consulting Group
Georgia
$259K +$261K +1,248 New
MMPW
1220
Mitchell McLeod Pugh & Williams
Alabama
$259K – – –
BFA
1221
Beacon Financial Advisory
Ohio
$259K +$5.65K +27 +2%
MPW
1222
Monterey Private Wealth
California
$258K +$9.21K +44 +4%
AP
1223
Americana Partners
Texas
$257K -$91.9K -439 -26%
LWL
1224
Leo Wealth LLC
Texas
$257K -$21.4K -102 -8%
DBRC
1225
D.B. Root & Company
Pennsylvania
$257K +$10.9K +52 +4%
47 48
49
50 51