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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1301
Kingsview Wealth Management
Oregon
$345K -$59.5K -295 -16%
BA
1302
Baugh & Associates
Georgia
$344K – – –
FCM
1303
Fortis Capital Management
Washington
$342K -$511K -2,535 -62%
DAS
1304
Dynamic Advisor Solutions
Arizona
$342K +$108K +535 +52%
APFP
1305
Action Point Financial Planning
Michigan
$340K +$315K +1,564 New
SP
1306
Saranac Partners
$339K +$313K +1,552 New
UPS
1307
UHLMANN PRICE SECURITIES
Illinois
$337K +$202 +1 +0.1%
LOIM
1308
Liberty One Investment Management
Illinois
$336K +$31.8K +158 +11%
LTI
1309
Laffer Tengler Investments
Tennessee
$334K – – –
MAM
1310
Mystic Asset Management
Rhode Island
$333K -$7.05K -35 -2%
AFP
1311
Ausdal Financial Partners
Iowa
$332K +$16.7K +83 +6%
OWP
1312
ORG Wealth Partners
Texas
$332K +$306K +1,518 New
KFA
1313
Kapstone Financial Advisors
Ohio
$331K – – –
WFI
1314
West Family Investments
California
$330K -$403 -2 -0.1%
RS
1315
R Squared
Hong Kong
$330K +$304K +1,510 New
LSIA
1316
LaSalle St. Investment Advisors
Illinois
$330K -$202 -1 -0.1%
MCA
1317
Magnolia Capital Advisors
Mississippi
$329K -$1.41K -7 -0.5%
HTIM
1318
Harbour Trust & Investment Management
Indiana
$328K +$3.23K +16 +1%
TWP
1319
Triad Wealth Partners
Kansas
$327K +$54.2K +269 +21%
PWP
1320
Ponta Wealth Partners
Florida
$326K +$301K +1,494 New
SSC
1321
Syverson Strege & Co
Iowa
$325K -$83.2K -413 -22%
CH
1322
Cromwell Holdings
Wyoming
$324K -$13.3K -66 -4%
FFP
1323
FourThought Financial Partners
Florida
$321K -$69.9K -347 -19%
LWANC
1324
Laurel Wealth Advisors (North Carolina)
North Carolina
$320K – – –
IPA
1325
Investment Planning Advisors
Georgia
$320K +$46.4K +230 +19%
51 52
53
54 55