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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1376
Main Street Financial Solutions
Pennsylvania
$247K +$20.6K +100 +9%
WA
1377
Wealth Architects
California
$247K -$2.68K -13 -1%
RFP
1378
Root Financial Partners
California
$246K +$154K +744 +150%
IPA
1379
Investment Planning Advisors
Georgia
$244K +$254K +1,233 New
PFA
1380
Presper Financial Architects
Ohio
$244K +$4.54K +22 +2%
LA
1381
LexAurum Advisors
Kansas
$244K +$254K +1,232 New
WCM
1382
Wallace Capital Management
Texas
$244K – – –
CPA
1383
Capital Performance Advisors
California
$244K -$21.3K -103 -8%
ML
1384
McAdam LLC
Pennsylvania
$244K +$28.7K +139 +13%
FCG
1385
Fielder Capital Group
Tennessee
$243K +$24.6K +119 +11%
GC
1386
Guidance Capital
Kentucky
$243K -$28.9K -140 -10%
II
1387
Impact Investors
California
$242K -$501K -2,426 -67%
SCA
1388
Sandy Cove Advisors
Massachusetts
$242K +$21.5K +104 +9%
AA
1389
ABC Arbitrage
France
$242K +$252K +1,219 New
OWA
1390
Octavia Wealth Advisors
Ohio
$241K +$4.95K +24 +2%
PA
1391
PFG Advisors
Arizona
$241K -$43.1K -209 -15%
UWM
1392
Urban Wealth Management
California
$240K +$250K +1,213 New
VFG
1393
Victory Financial Group
Texas
$240K -$1.45K -7 -0.6%
MWP
1394
Madison Wealth Partners
Wisconsin
$240K -$21.3K -103 -8%
WW
1395
Waterfront Wealth
Kansas
$238K -$206 -1 -0.1%
WG
1396
WMS Group
Louisiana
$238K -$41.3K -200 -14%
JIC
1397
Joel Isaacson & Co
New York
$238K -$40.2K -195 -14%
LJAC
1398
L.J. Altfest & Co
New York
$237K +$619 +3 +0.3%
VCM
1399
Vivaldi Capital Management
Illinois
$236K -$826 -4 -0.3%
UW
1400
Unique Wealth
Florida
$236K -$47.5K -230 -16%
54 55
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57 58