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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1226
Castellan Group
Kentucky
$437K – – –
GCM
1227
Gallacher Capital Management
Colorado
$436K +$31.4K +156 +8%
CA
1228
Claro Advisors
Massachusetts
$435K +$4.43K +22 +1%
LP
1229
LMR Partners
United Kingdom
$428K +$394K +1,957 New
AIM
1230
Anchor Investment Management
South Carolina
$426K +$107K +533 +38%
NWA
1231
New World Advisors
Massachusetts
$425K +$392K +1,944 New
KWM
1232
KFG Wealth Management
Indiana
$422K +$4.03K +20 +1%
KFS
1233
Kaizen Financial Strategies
California
$422K -$1.81K -9 -0.5%
RWM
1234
Revisor Wealth Management
Ohio
$421K +$5.44K +27 +1%
AP
1235
Appleton Partners
Massachusetts
$420K -$13.9K -69 -3%
CA
1236
Commerce Advisors
Tennessee
$417K +$15.3K +76 +4%
DIG
1237
Daniel Investment Group
Michigan
$416K +$384K +1,904 New
FFN
1238
Focus Financial Network
Minnesota
$415K -$2.22K -11 -0.6%
SAM
1239
Synergy Asset Management
Washington
$412K +$6.85K +34 +2%
WRPWM
1240
Werba Rubin Papier Wealth Management
California
$410K +$378K +1,878 New
FW
1241
Fidato Wealth
Ohio
$409K +$806 +4 +0.2%
OWA
1242
Opal Wealth Advisors
New York
$408K -$71.9K -357 -16%
DO
1243
denkapparat Operations
Germany
$403K +$372K +1,844 New
LAM
1244
Lewis Asset Management
California
$400K – – –
AWM
1245
Aprio Wealth Management
Georgia
$400K +$46.4K +230 +14%
KFGK
1246
Keystone Financial Group (Kentucky)
Kentucky
$400K +$369K +1,830 New
IIA
1247
ICW Investment Advisors
Arizona
$399K -$5.64K -28 -2%
FG
1248
Fiduciary Group
Georgia
$397K -$25.6K -127 -7%
KC
1249
Knuff & Co
California
$397K – – –
YWS
1250
Yarger Wealth Strategies
Ohio
$396K +$14.3K +71 +4%
48 49
50
51 52