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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
1376
Forthright Family Wealth Advisory
Texas
$291K -$10.6K -47 -4%
TTWM
1377
TCV Trust & Wealth Management
Virginia
$291K – – –
OWP
1378
Obermeyer Wealth Partners
Colorado
$291K +$75.9K +336 +36%
MIP
1379
Marietta Investment Partners
Wisconsin
$290K -$1.9M -8,406 -87%
SWM
1380
Seed Wealth Management
Illinois
$290K -$447K -1,980 -61%
DFA
1381
Delta Financial Advisors
Louisiana
$290K -$96K -425 -25%
SWA
1382
Sax Wealth Advisors
New Jersey
$289K +$17.8K +79 +7%
CWMS
1383
Cannon Wealth Management Services
North Carolina
$288K -$452 -2 -0.2%
FOA
1384
Five Oceans Advisors
California
$288K -$2.03K -9 -0.7%
WCA
1385
Westover Capital Advisors
Delaware
$288K – – –
WA
1386
Wealth Architects
California
$287K +$15.6K +69 +6%
GA
1387
Goldstein Advisors
Wisconsin
$287K +$7.68K +34 +3%
SAI
1388
Systematic Alpha Investments
New Jersey
$286K – – –
LPFG
1389
Landing Point Financial Group
Ohio
$286K +$284K +1,256 New
IC
1390
IKE Capital
New York
$285K +$282K +1,250 New
GC
1391
Guidance Capital
Kentucky
$283K +$309K +1,368 New
CCS
1392
Concentric Capital Strategies
Connecticut
$282K -$9.96M -44,112 -97%
WCM
1393
Wallace Capital Management
Texas
$280K – – –
AP
1394
Anchyra Partners
Georgia
$279K +$276K +1,224 New
VFG
1395
Victory Financial Group
Texas
$277K +$275K +1,217 New
PFA
1396
Presper Financial Architects
Ohio
$276K +$5.19K +23 +2%
CWG
1397
Cornerstone Wealth Group
North Carolina
$275K +$62.6K +277 +30%
VM
1398
Venator Management
Pennsylvania
$273K +$271K +1,200 New
VCM
1399
Vivaldi Capital Management
Illinois
$272K +$452 +2 +0.2%
1SB
1400
1ST Source Bank
Indiana
$272K -$1.58K -7 -0.6%
54 55
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57 58