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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1251
Fiduciary Alliance
South Carolina
$417K -$102K -412 -20%
VCM
1252
Virtue Capital Management
Tennessee
$415K -$299K -1,211 -55%
ST
1253
Smithfield Trust
Pennsylvania
$414K – – –
CGL
1254
Clarius Group LLC
Washington
$413K -$519K -2,104 -56%
DIA
1255
Dana Investment Advisors
Wisconsin
$412K +$411K +1,669 New
SF
1256
Symphony Financial
Texas
$411K -$248K -1,005 -37%
TFA
1257
Transamerica Financial Advisors
Florida
$411K +$180K +731 +78%
ACM
1258
Allred Capital Management
Texas
$409K -$12.6K -51 -3%
TCM
1259
Teza Capital Management
Illinois
$409K -$526K -2,135 -56%
AGC
1260
Aspen Grove Capital
Colorado
$409K -$16.8K -68 -4%
LWCFA
1261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$408K – – –
SCM
1262
Stonehearth Capital Management
Massachusetts
$408K – – –
CW
1263
CreativeOne Wealth
Kansas
$405K -$11.6K -47 -3%
LIM
1264
Leavell Investment Management
Alabama
$405K -$20.5K -83 -5%
TYCC
1265
Texas Yale Capital Corp
Florida
$405K +$116K +470 +40%
KFA
1266
Kapstone Financial Advisors
Ohio
$403K -$100K -406 -20%
WPA
1267
Wealth Preservation Advisors
Tennessee
$401K +$1.97K +8 +0.5%
PL
1268
Plancorp LLC
Missouri
$400K -$44.1K -179 -10%
N
1269
Numerai
California
$400K +$399K +1,619 New
TCOO
1270
Trust Company of Oklahoma
Oklahoma
$399K -$7.15K -29 -2%
FFP
1271
FourThought Financial Partners
Florida
$398K -$29.8K -121 -7%
GCM
1272
Genus Capital Management
British Columbia, Canada
$397K -$4.82M -19,565 -92%
BFO
1273
Biltmore Family Office
North Carolina
$396K +$29.1K +118 +8%
MAG
1274
MRA Advisory Group
New Jersey
$395K +$1.73K +7 +0.4%
OL
1275
OneFund LLC
Florida
$394K +$13.8K +56 +4%
49 50
51
52 53