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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
CW
1276
CreativeOne Wealth
Kansas
$320K -$32K -155 -9%
1SB
1277
1ST Source Bank
Indiana
$319K +$85.2K +413 +35%
AP
1278
Americana Partners
Texas
$318K +$145K +703 +78%
TWIM
1279
TIAA Wealth Investment Management
New York
$318K +$331K +1,603 New
OFS
1280
OneAscent Financial Services
Alabama
$318K +$331K +1,603 New
UPS
1281
UHLMANN PRICE SECURITIES
Illinois
$318K +$318K +1,541 New
AWM
1282
Aprio Wealth Management
Georgia
$317K +$36.5K +177 +12%
GA
1283
Goldstein Advisors
Wisconsin
$317K +$70.2K +340 +27%
HI
1284
Hudock Inc
Pennsylvania
$313K
PCH
1285
PGIM Custom Harvest
New Jersey
$312K +$20K +97 +7%
BA
1286
Baugh & Associates
Georgia
$312K
HWA
1287
HCR Wealth Advisors
California
$312K
OL
1288
OneFund LLC
Florida
$312K -$16.1K -78 -5%
MAM
1289
Mystic Asset Management
Rhode Island
$309K +$82.6K +400 +34%
WTC
1290
WhitTier Trust Company
Nevada
$309K -$132K -641 -29%
TW
1291
TritonPoint Wealth
Maryland
$308K +$10.1K +49 +3%
CH
1292
Cromwell Holdings
Wyoming
$307K +$14.9K +72 +5%
AMPWP
1293
Alvarez & Marsal Private Wealth Partners
Florida
$307K +$319K +1,548 New
A
1294
Allianz
Germany
$307K
GKFF
1295
George Kaiser Family Foundation
Oklahoma
$307K
PGCM
1296
Prescott Group Capital Management
Oklahoma
$307K
WSFG
1297
Wall Street Financial Group
Illinois
$305K -$36.7K -178 -10%
LTI
1298
Laffer Tengler Investments
Tennessee
$303K -$1.24K -6 -0.4%
OC
1299
Oarsman Capital
Wisconsin
$302K -$34.7K -168 -10%
SMA
1300
Seven Mile Advisory
New Jersey
$301K -$3.1K -15 -1%