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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1251
Cookson Peirce & Co
Pennsylvania
$336K – – –
D
1252
Diversified
Delaware
$336K +$37.2K +160 +14%
DE
1253
Diversified Enterprises
Delaware
$336K +$308K +1,323 New
RB
1254
Renasant Bank
Mississippi
$335K +$307K +1,322 New
TP
1255
Tranquility Partners
Tennessee
$335K -$641K -2,758 -68%
FP
1256
Fiduciary Planning
Florida
$334K +$2.09K +9 +0.7%
LJAC
1257
L.J. Altfest & Co
New York
$333K -$306K -1,315 -50%
OWA
1258
Octavia Wealth Advisors
Ohio
$331K -$3.72K -16 -1%
HI
1259
Humankind Investments
New York
$329K -$21.2K -91 -7%
CMS
1260
Capital Market Strategies
Florida
$328K -$16.3K -70 -5%
DBRC
1261
D.B. Root & Company
Pennsylvania
$328K +$12.8K +55 +4%
FWM
1262
Focused Wealth Management
New York
$326K +$119K +511 New
FOA
1263
Five Oceans Advisors
California
$325K +$232 +1 +0.1%
BFA
1264
Beacon Financial Advisory
Ohio
$324K +$7.91K +34 +3%
WW
1265
Waterfront Wealth
Kansas
$324K – – –
CPIG
1266
Chicago Partners Investment Group
Illinois
$323K +$44.4K +191 +17%
GAMC
1267
Garner Asset Management Corp
Texas
$323K – – –
C
1268
Certuity
Florida
$322K -$34.4K -148 -10%
SAI
1269
Systematic Alpha Investments
New Jersey
$319K – – –
APG
1270
Abacus Planning Group
South Carolina
$319K +$292K +1,256 New
AWM
1271
Aprio Wealth Management
Georgia
$316K +$13.9K +60 +5%
MPW
1272
Monterey Private Wealth
California
$315K – – –
WCM
1273
Wallace Capital Management
Texas
$315K +$9.07K +39 +3%
SCA
1274
Sandy Cove Advisors
Massachusetts
$310K +$7.44K +32 +3%
A
1275
AlphaQuest
New York
$310K -$1.48M -6,369 -84%
49 50
51
52 53