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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1301
Rathbones Group
United Kingdom
$406K -$112K -427 -23%
MCC
1302
Money Concepts Capital
Florida
$405K – – –
JWS
1303
Juncture Wealth Strategies
Arizona
$404K -$56K -214 -13%
SYBT
1304
Stock Yards Bank & Trust
Kentucky
$404K – – –
STCG
1305
Speece Thorson Capital Group
Minnesota
$404K – – –
SMC
1306
Smith, Moore & Co
Missouri
$403K -$78.7K -301 -17%
VC
1307
Vicus Capital
Pennsylvania
$401K +$7.06K +27 +2%
BCM
1308
Beaumont Capital Management
Massachusetts
$400K +$370K +1,413 New
AWM
1309
Axxcess Wealth Management
California
$399K +$19.6K +75 +6%
CG
1310
Corundum Group
Colorado
$396K +$15.7K +60 +4%
AI
1311
Atom Investors
Texas
$396K +$366K +1,398 New
BFA
1312
Beacon Financial Advisory
Ohio
$395K +$23K +88 +7%
ARC
1313
Advisor Resource Council
Texas
$395K +$419K +1,602 New
4WM
1314
49 Wealth Management
Texas
$395K -$2.88K -11 -0.8%
LOIM
1315
Liberty One Investment Management
Illinois
$394K +$23.8K +91 +7%
CFP
1316
Cascade Financial Partners
California
$389K -$7.32K -28 -2%
UW
1317
Unique Wealth
Florida
$388K +$11.5K +44 +3%
CICC
1318
Capital Investment Counsel (Colorado)
Colorado
$388K -$52.3K -200 -13%
KWM
1319
KFG Wealth Management
Indiana
$387K +$20.9K +80 +6%
SIG
1320
Stonegate Investment Group
Alabama
$387K +$2.88K +11 +0.8%
MSAM
1321
Moloney Securities Asset Management
Missouri
$385K -$1.84M -7,026 -84%
CMBA
1322
C.M. Bidwell & Associates
Hawaii
$383K +$63.8K +244 +22%
GLF
1323
Groupe la Francaise
France
$383K -$257K -982 -41%
FFWA
1324
Forthright Family Wealth Advisory
Texas
$382K +$1.31K +5 +0.4%
OF
1325
Optimize Financial
California
$381K +$1.05K +4 +0.3%
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