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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1226
Wealth Management Associates
New Jersey
$446K – – –
SIG
1227
Stonegate Investment Group
Alabama
$446K +$53.7K +218 +14%
DCM
1228
DGS Capital Management
New Jersey
$445K -$77.2K -313 -15%
FFN
1229
Focus Financial Network
Minnesota
$445K +$1.97K +8 +0.4%
SFG
1230
Sunburst Financial Group
Alabama
$440K +$73.5K +298 +20%
TC
1231
TownSquare Capital
Utah
$440K -$132K -537 -23%
GBT
1232
Grove Bank & Trust
Florida
$435K -$3.94K -16 -0.9%
LSIA
1233
LaSalle St. Investment Advisors
Illinois
$435K -$13.6K -55 -3%
SAM
1234
Sompo Asset Management
Japan
$432K – – –
RC
1235
Rovin Capital
Arizona
$432K +$20.2K +82 +5%
BWA
1236
Brave Warrior Advisors
New York
$431K – – –
FW
1237
Fidato Wealth
Ohio
$431K +$1.23K +5 +0.3%
OIS
1238
OneAscent Investment Solutions
Alabama
$430K +$3.7K +15 +0.9%
JCIA
1239
Jackson Creek Investment Advisors
Colorado
$430K +$3.45K +14 +0.8%
RA
1240
Ruggaard & Associates
Ohio
$429K -$247 -1 -0.1%
SLWA
1241
San Luis Wealth Advisors
California
$428K +$8.63K +35 +2%
LA
1242
LexAurum Advisors
Kansas
$427K -$1.23K -5 -0.3%
MWM
1243
Maripau Wealth Management
Indiana
$425K -$126K -510 -23%
MCB
1244
Morton Community Bank
Illinois
$424K +$508K +2,060 New
SFC
1245
SYM Financial Corp
Indiana
$424K -$16K -65 -4%
EA
1246
Everpar Advisors
Oklahoma
$423K -$18.5K -75 -4%
RIL
1247
Rothschild Investment LLC
Illinois
$422K +$14.8K +60 +4%
C
1248
Certuity
Florida
$421K +$18K +73 +4%
NI
1249
NDVR Inc
Massachusetts
$421K -$20.5K -83 -5%
DFA
1250
Delta Financial Advisors
Louisiana
$419K +$418K +1,697 New
48 49
50
51 52