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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$494K -$5.02M -18,316 -91%
CMS
1277
Capital Market Strategies
Florida
$488K +$167K +608 +50%
OWM
1278
OneAscent Wealth Management
Alabama
$488K +$36.2K +132 +8%
MSAM
1279
Moloney Securities Asset Management
Missouri
$488K +$128K +468 +34%
LSIA
1280
LaSalle St. Investment Advisors
Illinois
$485K +$1.37K +5 +0.3%
KC
1281
Knuff & Co
California
$485K – – –
BC
1282
Bridgefront Capital
Texas
$483K +$496K +1,811 New
WMA
1283
Wealth Management Associates
New Jersey
$482K – – –
CIC
1284
Chase Investment Counsel
Virginia
$481K +$495K +1,806 New
AB
1285
Atlas Brown
Kentucky
$480K +$8.77K +32 +2%
PL
1286
Plancorp LLC
Missouri
$480K +$13.7K +50 +3%
FFN
1287
Focus Financial Network
Minnesota
$478K – – –
EA
1288
Everpar Advisors
Oklahoma
$477K -$91K -332 -16%
NI
1289
NDVR Inc
Massachusetts
$477K +$14.8K +54 +3%
OFG
1290
Oxford Financial Group
Indiana
$476K -$12.9K -47 -3%
SFC
1291
SYM Financial Corp
Indiana
$476K +$21.4K +78 +5%
GBT
1292
Grove Bank & Trust
Florida
$475K +$12.9K +47 +3%
JFG
1293
Jefferies Financial Group
New York
$475K +$283K +1,034 +139%
SIM
1294
Sentry Investment Management
Wisconsin
$473K – – –
JCM
1295
J2 Capital Management
Michigan
$472K +$136K +496 +39%
LPFG
1296
Landing Point Financial Group
Ohio
$471K +$274 +1 +0.1%
PWP
1297
Phillips Wealth Planners
Mississippi
$470K +$27.1K +99 +6%
SAM
1298
Sompo Asset Management
Japan
$467K – – –
AIM
1299
Advyzon Investment Management
Illinois
$466K -$14.3K -52 -3%
BWA
1300
Brave Warrior Advisors
New York
$466K – – –
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