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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1326
Trueblood Wealth Management
Ohio
$328K +$3.16K +14 +1%
GM
1327
GeoWealth Management
Illinois
$328K +$17.2K +76 +6%
CIA
1328
Caerus Investment Advisors
Texas
$328K +$49.5K +219 +18%
SCM
1329
Stonehearth Capital Management
Massachusetts
$326K -$49.7K -220 -13%
STCG
1330
Speece Thorson Capital Group
Minnesota
$325K – – –
JWS
1331
Juncture Wealth Strategies
Arizona
$325K -$452 -2 -0.1%
FI
1332
FWG Investments
Kentucky
$325K – – –
PA
1333
PFG Advisors
Arizona
$324K +$67.5K +299 +27%
CCA
1334
Childress Capital Advisors
Texas
$324K +$677 +3 +0.2%
BNA
1335
BankChampaign National Association
Illinois
$324K +$321K +1,422 New
UW
1336
Unique Wealth
Florida
$323K -$10.4K -46 -3%
AIM
1337
Anchor Investment Management
South Carolina
$323K – – –
EL
1338
EWA LLC
Pennsylvania
$321K +$71.1K +315 +29%
AA
1339
AlphaCentric Advisors
Puerto Rico
$321K +$318K +1,408 New
WG
1340
WMS Group
Louisiana
$319K +$316K +1,400 New
PWM
1341
Pines Wealth Management
North Carolina
$319K +$11.7K +52 +4%
JIC
1342
Joel Isaacson & Co
New York
$318K +$77.9K +345 +33%
FFM
1343
Fullerton Fund Management
Singapore
$316K -$439K -1,945 -58%
TFA
1344
Tobias Financial Advisors
Florida
$315K +$100K +444 +47%
RG
1345
Rathbones Group
United Kingdom
$312K -$29.1K -129 -9%
CICC
1346
Capital Investment Counsel (Colorado)
Colorado
$312K – – –
CF
1347
Centaurus Financial
California
$312K +$199K +880 +180%
AWM
1348
Ameliora Wealth Management
Switzerland
$311K +$16.9K +75 +6%
FWP
1349
Falcon Wealth Planning
California
$309K +$74.1K +328 +32%
OPOWM
1350
One Plus One Wealth Management
Florida
$308K – – –
52 53
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55 56