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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1251
ORG Partners
Indiana
$389K -$4.53K -18 -1%
MWM
1252
Modern Wealth Management
Kansas
$388K -$31.5K -125 -7%
CT
1253
Clearstead Trust
Maine
$387K -$14.1K -56 -3%
MWM
1254
Maripau Wealth Management
Indiana
$386K +$406K +1,612 New
EDRH
1255
Edmond de Rothschild Holding
Switzerland
$386K – – –
SP
1256
Stablepoint Partners
Massachusetts
$385K – – –
TC
1257
TwinBeech Capital
New York
$384K -$1.92M -7,626 -83%
MSFS
1258
Main Street Financial Solutions
Pennsylvania
$384K +$105K +416 +35%
SFC
1259
SYM Financial Corp
Indiana
$384K +$11.1K +44 +3%
RIL
1260
Rothschild Investment LLC
Illinois
$383K +$755 +3 +0.2%
KFA
1261
Kapstone Financial Advisors
Ohio
$382K +$20.1K +80 +5%
MNBTD
1262
Moody National Bank Trust Division
Texas
$381K -$1.26K -5 -0.3%
PWS
1263
Precision Wealth Strategies
Missouri
$381K -$33.2K -132 -8%
QWP
1264
Quotient Wealth Partners
Texas
$380K +$18.1K +72 +5%
AIM
1265
Anchor Investment Management
South Carolina
$379K – – –
HI
1266
Hudock Inc
Pennsylvania
$379K – – –
PCH
1267
PGIM Custom Harvest
New Jersey
$377K +$2.52K +10 +0.6%
CICC
1268
Capital Investment Counsel (Colorado)
Colorado
$376K – – –
CIA
1269
Capital Investment Advisors
Georgia
$372K +$29.7K +118 +8%
OL
1270
OneFund LLC
Florida
$372K +$3.02K +12 +0.8%
EWM
1271
Empirical Wealth Management
Washington
$371K -$185K -735 -32%
A
1272
Allianz
Germany
$371K – – –
AWM
1273
Aprio Wealth Management
Georgia
$371K +$76K +302 +24%
JCM
1274
J2 Capital Management
Michigan
$368K +$386K +1,535 New
GHAM
1275
Gilman Hill Asset Management
Connecticut
$367K – – –
49 50
51
52 53