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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1226
LMR Partners
United Kingdom
$428K +$394K +1,957 New
NWA
1227
New World Advisors
Massachusetts
$425K +$392K +1,944 New
KWM
1228
KFG Wealth Management
Indiana
$422K +$4.03K +20 +1%
KFS
1229
Kaizen Financial Strategies
California
$422K -$1.81K -9 -0.5%
RWM
1230
Revisor Wealth Management
Ohio
$421K +$5.44K +27 +1%
AP
1231
Appleton Partners
Massachusetts
$420K -$13.9K -69 -3%
CA
1232
Commerce Advisors
Tennessee
$417K +$15.3K +76 +4%
DIG
1233
Daniel Investment Group
Michigan
$416K +$384K +1,904 New
FFN
1234
Focus Financial Network
Minnesota
$415K -$2.22K -11 -0.6%
SAM
1235
Synergy Asset Management
Washington
$412K +$6.85K +34 +2%
WRPWM
1236
Werba Rubin Papier Wealth Management
California
$410K +$378K +1,878 New
FW
1237
Fidato Wealth
Ohio
$409K +$806 +4 +0.2%
OWA
1238
Opal Wealth Advisors
New York
$408K -$71.9K -357 -16%
DO
1239
denkapparat Operations
Germany
$403K +$372K +1,844 New
LAM
1240
Lewis Asset Management
California
$400K – – –
AWM
1241
Aprio Wealth Management
Georgia
$400K +$46.4K +230 +14%
KFGK
1242
Keystone Financial Group (Kentucky)
Kentucky
$400K +$369K +1,830 New
IIA
1243
ICW Investment Advisors
Arizona
$399K -$5.64K -28 -2%
FG
1244
Fiduciary Group
Georgia
$397K -$25.6K -127 -7%
KC
1245
Knuff & Co
California
$397K – – –
YWS
1246
Yarger Wealth Strategies
Ohio
$396K +$14.3K +71 +4%
OFS
1247
Orrstown Financial Services
Pennsylvania
$396K -$178K -881 -33%
CCS
1248
Concentric Capital Strategies
Connecticut
$396K -$1.55M -7,712 -81%
AT
1249
American Trust
Kentucky
$396K -$8.06K -40 -2%
QWP
1250
Quotient Wealth Partners
Texas
$392K -$39.5K -196 -10%
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50
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