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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1301
GeoWealth Management
Illinois
$350K +$39.5K +196 +14%
OL
1302
OneFund LLC
Florida
$347K -$4.84K -24 -1%
WPA
1303
Wealth Preservation Advisors
Tennessee
$346K -$55K -273 -15%
NRC
1304
New Republic Capital
North Carolina
$346K -$15.1K -75 -5%
HI
1305
Hudock Inc
Pennsylvania
$345K – – –
KWM
1306
Kingsview Wealth Management
Oregon
$345K -$59.5K -295 -16%
BA
1307
Baugh & Associates
Georgia
$344K – – –
FCM
1308
Fortis Capital Management
Washington
$342K -$511K -2,535 -62%
DAS
1309
Dynamic Advisor Solutions
Arizona
$342K +$108K +535 +52%
APFP
1310
Action Point Financial Planning
Michigan
$340K +$315K +1,564 New
SP
1311
Saranac Partners
$339K +$313K +1,552 New
UPS
1312
UHLMANN PRICE SECURITIES
Illinois
$337K +$202 +1 +0.1%
LOIM
1313
Liberty One Investment Management
Illinois
$336K +$31.8K +158 +11%
LTI
1314
Laffer Tengler Investments
Tennessee
$334K – – –
MAM
1315
Mystic Asset Management
Rhode Island
$333K -$7.05K -35 -2%
AFP
1316
Ausdal Financial Partners
Iowa
$332K +$16.7K +83 +6%
OWP
1317
ORG Wealth Partners
Texas
$332K +$306K +1,518 New
KFA
1318
Kapstone Financial Advisors
Ohio
$331K – – –
WFI
1319
West Family Investments
California
$330K -$403 -2 -0.1%
RS
1320
R Squared
Hong Kong
$330K +$304K +1,510 New
LSIA
1321
LaSalle St. Investment Advisors
Illinois
$330K -$202 -1 -0.1%
MCA
1322
Magnolia Capital Advisors
Mississippi
$329K -$1.41K -7 -0.5%
HTIM
1323
Harbour Trust & Investment Management
Indiana
$328K +$3.23K +16 +1%
TWP
1324
Triad Wealth Partners
Kansas
$327K +$54.2K +269 +21%
PWP
1325
Ponta Wealth Partners
Florida
$326K +$301K +1,494 New
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