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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
1251
BlueDoor Private Wealth
Massachusetts
$345K – – –
RA
1252
Ruggaard & Associates
Ohio
$345K – – –
SLWA
1253
San Luis Wealth Advisors
California
$344K – – –
BAM
1254
Blueshift Asset Management
New Jersey
$341K +$9.08K +44 +3%
RWC
1255
Rare Wolf Capital
Washington
$340K +$354K +1,716 New
AC
1256
Apella Capital
Connecticut
$338K +$345K +1,670 New
WS
1257
Wedbush Securities
California
$338K -$103K -499 -23%
WPC
1258
Waters Parkerson & Co
Louisiana
$338K – – –
GPW
1259
Genesis Private Wealth
Virginia
$338K +$85.2K +413 +32%
AO
1260
Advisor OS
Illinois
$337K -$447K -2,165 -56%
MAG
1261
MRA Advisory Group
New Jersey
$336K +$21.5K +104 +7%
S
1262
Storgate
Texas
$336K +$11.4K +55 +3%
RSWM
1263
Robertson Stephens Wealth Management
California
$334K -$20.2K -98 -5%
GC
1264
GatePass Capital
Ohio
$334K +$7.22K +35 +2%
VCM
1265
Versant Capital Management
Arizona
$334K +$117K +565 +50%
MWM
1266
MBE Wealth Management
Wisconsin
$334K +$17.3K +84 +5%
NRC
1267
New Republic Capital
North Carolina
$329K -$123K -595 -26%
SAM
1268
Sompo Asset Management
Japan
$327K – – –
YWS
1269
Yarger Wealth Strategies
Ohio
$326K +$19.4K +94 +6%
AGC
1270
Aspen Grove Capital
Colorado
$325K -$4.13K -20 -1%
ACM
1271
Allred Capital Management
Texas
$324K +$10.7K +52 +3%
MCC
1272
Malaga Cove Capital
California
$322K +$335K +1,625 New
IC
1273
Inscription Capital
Texas
$321K +$334K +1,620 New
SP
1274
Stablepoint Partners
Massachusetts
$321K +$4.54K +22 +1%
AFA
1275
AA Financial Advisors
Ohio
$320K +$1.24K +6 +0.4%
49 50
51
52 53