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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
1326
Genesis Private Wealth
Virginia
$313K +$329K +1,306 New
OWA
1327
Octavia Wealth Advisors
Ohio
$312K – – –
LOIM
1328
Liberty One Investment Management
Illinois
$312K +$34K +135 +12%
TP
1329
Tranquility Partners
Tennessee
$312K -$4.78K -19 -1%
PL
1330
Plancorp LLC
Missouri
$312K +$20.9K +83 +7%
BOJHT
1331
Bank of Jackson Hole Trust
Wyoming
$312K +$328K +1,301 New
FWIA
1332
Fort Washington Investment Advisors
Ohio
$311K -$49.8K -198 -13%
VCA
1333
Verdence Capital Advisors
Maryland
$310K -$15.6K -62 -5%
TWM
1334
Trueblood Wealth Management
Ohio
$310K -$15.1K -60 -4%
DBRC
1335
D.B. Root & Company
Pennsylvania
$310K +$252 +1 +0.1%
FOA
1336
Five Oceans Advisors
California
$310K +$2.77K +11 +0.9%
GC
1337
Gilbert & Cook
Iowa
$310K -$9.57K -38 -3%
FFS
1338
Founders Financial Securities
Maryland
$309K +$325K +1,290 New
KWM
1339
KFG Wealth Management
Indiana
$309K +$46.8K +186 +17%
PSP
1340
Principal Street Partners
Tennessee
$308K +$40.3K +160 +14%
RFG
1341
Range Financial Group
Oregon
$308K +$324K +1,286 New
SF
1342
Symphony Financial
Texas
$308K +$322K +1,278 New
LJAC
1343
L.J. Altfest & Co
New York
$308K -$7.05K -28 -2%
LP
1344
LGL Partners
Pennsylvania
$305K +$20.4K +81 +7%
LSA
1345
Leonteq Securities AG
Switzerland
$304K +$210K +834 +192%
SAI
1346
Systematic Alpha Investments
New Jersey
$301K – – –
HI
1347
Humankind Investments
New York
$301K -$10.1K -40 -3%
1SB
1348
1ST Source Bank
Indiana
$301K +$17.6K +70 +6%
PFM
1349
Phillips Financial Management
Indiana
$299K +$13.6K +54 +5%
OPOWM
1350
One Plus One Wealth Management
Florida
$299K +$314K +1,249 New
52 53
54
55 56