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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1401
Octavia Wealth Advisors
Ohio
$267K +$806 +4 +0.3%
ATC
1402
Argent Trust Co
Tennessee
$265K +$245K +1,214 New
WSWA
1403
Warren Street Wealth Advisors
California
$264K +$244K +1,210 New
HA
1404
Harfst & Associates
Wyoming
$264K -$461K -2,285 -65%
FFA
1405
Fragasso Financial Advisors
Pennsylvania
$263K +$243K +1,205 New
CRWM
1406
Castle Rock Wealth Management
California
$263K -$5.44K -27 -2%
WG
1407
WMS Group
Louisiana
$262K – – –
DT
1408
DV Trading
Illinois
$262K +$242K +1,200 New
KIA
1409
Knollwood Investment Advisory
Maryland
$262K -$712K -3,535 -75%
IA
1410
IFG Advisory
Georgia
$262K +$241K +1,198 New
WETS
1411
Wealth Enhancement Trust Services
South Dakota
$260K -$41.3K -205 -15%
CPC
1412
Cookson Peirce & Co
Pennsylvania
$259K – – –
MCC
1413
Malaga Cove Capital
California
$257K -$90.1K -447 -28%
CAAS
1414
Capital Asset Advisory Services
Michigan
$257K +$237K +1,177 New
BCM
1415
Bluefin Capital Management
New York
$256K -$127K -630 -35%
ANBT
1416
American National Bank & Trust
Texas
$256K +$2.42K +12 +1%
MSFS
1417
Main Street Financial Solutions
Pennsylvania
$255K -$16.7K -83 -7%
AGP
1418
Aspire Growth Partners
Florida
$254K +$235K +1,164 New
FCG
1419
Fielder Capital Group
Tennessee
$254K -$12.9K -64 -5%
MW
1420
Marble Wealth
Alabama
$254K -$2.62K -13 -1%
ZBNA
1421
Zions Bancorporation, National Association
Utah
$250K +$33.3K +165 +17%
JFGLC
1422
Johnson Financial Group LLC (Colorado)
Colorado
$249K +$230K +1,139 New
TC
1423
Tannin Capital
North Carolina
$249K +$230K +1,139 New
AFG
1424
Albion Financial Group
Utah
$248K – – –
TYCC
1425
Texas Yale Capital Corp
Florida
$248K +$229K +1,134 New
55 56
57
58 59