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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1301
Range Financial Group
Oregon
$351K +$32.1K +142 +10%
LTI
1302
Laffer Tengler Investments
Tennessee
$349K -$903 -4 -0.3%
DWM
1303
Diversify Wealth Management
Utah
$349K -$3.31M -14,639 -90%
SMA
1304
Seven Mile Advisory
New Jersey
$349K +$26K +115 +8%
LIM
1305
Leavell Investment Management
Alabama
$347K -$26K -115 -7%
KFA
1306
Kapstone Financial Advisors
Ohio
$345K -$26.4K -117 -7%
AFT
1307
Alpha Family Trust
California
$344K +$99.4K +440 +41%
TW
1308
TritonPoint Wealth
Maryland
$342K -$75K -332 -18%
VGDSS
1309
VUB Generali dochodkova spravcovska spolocnost
$341K +$338K +1,497 New
CFO
1310
Cambient Family Office
Michigan
$340K +$338K +1,495 New
AFP
1311
Ausdal Financial Partners
Iowa
$340K +$7.45K +33 +2%
CA
1312
Cortland Associates
Missouri
$340K – – –
SIM
1313
Sentry Investment Management
Wisconsin
$340K – – –
AWM
1314
Aprio Wealth Management
Georgia
$339K -$28.2K -125 -8%
LWA
1315
Legacy Wealth Advisors
Florida
$338K +$336K +1,486 New
YIA
1316
YHB Investment Advisors
Connecticut
$338K – – –
HR
1317
Howe & Rusling
New York
$338K +$335K +1,483 New
PCH
1318
PGIM Custom Harvest
New Jersey
$337K +$14.7K +65 +5%
CH
1319
Cromwell Holdings
Wyoming
$337K – – –
EWA
1320
Eagle Wealth Advisors
Connecticut
$335K +$332K +1,472 New
LWANC
1321
Laurel Wealth Advisors (North Carolina)
North Carolina
$333K -$1.13K -5 -0.3%
DMBA
1322
Deseret Mutual Benefit Administrators
Utah
$332K -$19K -84 -5%
PL
1323
Plancorp LLC
Missouri
$331K -$37.5K -166 -10%
VFA
1324
Voya Financial Advisors
Connecticut
$330K -$26.2K -116 -7%
MA
1325
Mezzasalma Advisors
New Jersey
$329K -$1.88M -8,303 -84%
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