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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1201
Bernardo Wealth Planning
Pennsylvania
$386K +$8.46K +41 +2%
FG
1202
Fiduciary Group
Georgia
$386K -$48.7K -236 -11%
DE
1203
Defiance ETFs
New York
$385K +$401K +1,944 New
APA
1204
Astoria Portfolio Advisors
New York
$383K -$2.89K -14 -0.7%
KFS
1205
Kaizen Financial Strategies
California
$383K -$38.8K -188 -9%
CFO
1206
Cambient Family Office
Michigan
$380K +$87.5K +424 +28%
APG
1207
Abacus Planning Group
South Carolina
$380K +$1.65K +8 +0.4%
KP
1208
Keel Point
Alabama
$379K -$243K -1,178 -38%
VFA
1209
Valeo Financial Advisors
Indiana
$379K -$460K -2,229 -54%
KWM
1210
KFG Wealth Management
Indiana
$379K +$55.9K +271 +17%
FFN
1211
Focus Financial Network
Minnesota
$379K +$17.5K +85 +5%
PWP
1212
Phillips Wealth Planners
Mississippi
$377K +$206 +1 +0.1%
RWM
1213
Revisor Wealth Management
Ohio
$377K – – –
SSC
1214
Syverson Strege & Co
Iowa
$376K +$2.48K +12 +0.6%
MMA
1215
Miracle Mile Advisors
California
$374K -$132K -639 -25%
OCM
1216
One Capital Management
California
$373K -$58.4K -283 -13%
WG
1217
Winton Group
United Kingdom
$373K +$188K +911 +94%
TP
1218
Tranquility Partners
Tennessee
$372K +$119K +578 +44%
KWM
1219
Kingsview Wealth Management
Oregon
$372K -$32.4K -157 -8%
FW
1220
Fidato Wealth
Ohio
$371K +$24.1K +117 +7%
WPA
1221
Wealth Preservation Advisors
Tennessee
$368K +$48.1K +233 +14%
IIA
1222
ICW Investment Advisors
Arizona
$368K +$117K +568 +44%
SAM
1223
Synergy Asset Management
Washington
$367K +$206 +1 +0.1%
AT
1224
American Trust
Kentucky
$367K -$118K -570 -24%
6SA
1225
6th Street Advisors
Alabama
$367K +$382K +1,849 New
47 48
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