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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1276
Douglass Winthrop Advisors
New York
$310K – – –
PL
1277
Plancorp LLC
Missouri
$309K +$7.21K +31 +3%
MIC
1278
Means Investment Company
Maine
$308K +$5.58K +24 +2%
BA
1279
Bristlecone Advisors
Washington
$308K – – –
IIA
1280
Integral Investment Advisors
California
$307K +$4.88K +21 +2%
M
1281
MOTCO
Texas
$306K – – –
CBA
1282
Coastal Bridge Advisors
Connecticut
$306K – – –
PFM
1283
Phillips Financial Management
Indiana
$303K +$1.86K +8 +0.7%
LP
1284
LGL Partners
Pennsylvania
$302K +$24.2K +104 +10%
MSFS
1285
Main Street Financial Solutions
Pennsylvania
$301K -$18.1K -78 -6%
1SB
1286
1ST Source Bank
Indiana
$301K +$1.63K +7 +0.6%
VCM
1287
Vivaldi Capital Management
Illinois
$301K +$3.02K +13 +1%
EW
1288
Evoke Wealth
California
$301K +$276K +1,185 New
KFC
1289
Klingenstein Fields & Co
New York
$299K – – –
AWM
1290
Ariadne Wealth Management
California
$299K +$272K +1,171 New
WA
1291
Wealth Architects
California
$298K -$232 -1 -0.1%
LWP
1292
LMG Wealth Partners
Louisiana
$298K – – –
LOIM
1293
Liberty One Investment Management
Illinois
$296K -$6.28K -27 -2%
FNC
1294
First National Corp
Massachusetts
$295K +$9.07K +39 +3%
SW
1295
SMART Wealth
Nebraska
$295K +$271K +1,164 New
PWA
1296
Providence Wealth Advisors
Illinois
$294K – – –
RWP
1297
RWA Wealth Partners
Massachusetts
$294K +$3.49K +15 +1%
EL
1298
EWA LLC
Pennsylvania
$293K +$31.2K +134 +13%
PBC
1299
Pavion Blue Capital
California
$291K – – –
PWP
1300
Perfromance Wealth Partners
Illinois
$291K +$13.9K +60 +6%
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