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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1226
E Fund Management
China
$408K +$206K +817 +92%
OWM
1227
OneAscent Wealth Management
Alabama
$407K -$3.52K -14 -0.8%
RK
1228
Rather & Kittrell
Tennessee
$407K +$1.01K +4 +0.2%
SLWA
1229
San Luis Wealth Advisors
California
$406K – – –
CW
1230
CreativeOne Wealth
Kansas
$405K +$198K +787 +87%
ONB
1231
Old National Bancorp
Indiana
$405K +$18.1K +72 +4%
GIA
1232
Gladstone Institutional Advisory
Florida
$405K +$425K +1,689 New
CAG
1233
Csenge Advisory Group
Florida
$404K +$87.4K +347 +26%
C
1234
Certuity
Florida
$403K +$104K +413 +33%
ST
1235
Smithfield Trust
Pennsylvania
$403K – – –
MAWA
1236
Moss Adams Wealth Advisors
Washington
$402K +$44.8K +178 +12%
RC
1237
Rovin Capital
Arizona
$399K +$26.9K +107 +7%
CMS
1238
Capital Market Strategies
Florida
$399K +$93.6K +372 +29%
EFSCE
1239
Enterprise Financial Services Corp (EFSC)
Missouri
$399K -$4.78K -19 -1%
PFW
1240
Petros Family Wealth
Minnesota
$398K +$418K +1,661 New
LIM
1241
Leavell Investment Management
Alabama
$398K -$71K -282 -15%
SCM
1242
Stonehearth Capital Management
Massachusetts
$396K -$68K -270 -14%
KFS
1243
Kaizen Financial Strategies
California
$395K – – –
BA
1244
Baugh & Associates
Georgia
$395K – – –
ATC
1245
Argent Trust Co
Tennessee
$395K -$13.1K -52 -3%
DMBA
1246
Deseret Mutual Benefit Administrators
Utah
$394K -$3.02K -12 -0.7%
JWS
1247
Juncture Wealth Strategies
Arizona
$394K +$1.51K +6 +0.4%
AIM
1248
Advyzon Investment Management
Illinois
$393K +$413K +1,641 New
KIA
1249
KCM Investment Advisors
California
$393K – – –
SCP
1250
Sivia Capital Partners
California
$392K -$4.78K -19 -1%
48 49
50
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