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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1401
Cornerstone Wealth Management
Missouri
$223K +$204K +878 New
HIP
1402
HUB Investment Partners
Texas
$222K +$203K +875 New
WAM
1403
Weatherly Asset Management
California
$222K +$203K +873 New
JCM
1404
Jacobsen Capital Management
Utah
$221K +$203K +872 New
TA
1405
TrueWealth Advisors
Alabama
$221K +$202K +870 New
AI
1406
Ariel Investments
Illinois
$221K -$41.2K -177 -17%
SWM
1407
Sagace Wealth Management
Florida
$219K +$203K +871 New
SCP
1408
Sandhill Capital Partners
New York
$219K +$200K +862 New
TW
1409
Traveka Wealth
California
$218K +$200K +860 New
PIA
1410
Perennial Investment Advisors
California
$218K +$200K +860 New
AIP
1411
ARS Investment Partners
New York
$218K +$199K +858 New
CFO
1412
CVA Family Office
Colorado
$215K +$18.1K +78 +10%
WP
1413
WMS Partners
Maryland
$215K -$131K -565 -40%
MME
1414
Meag Munich Ergo
Germany
$214K +$71.4K +307 +57%
ET
1415
Equitable Trust
Tennessee
$214K +$196K +845 New
SMC
1416
Smith, Moore & Co
Missouri
$214K +$196K +845 New
OPPS
1417
Obsidian Personal Planning Solutions
Maryland
$214K +$205K +883 New
SCA
1418
Stillwater Capital Advisors
Pennsylvania
$214K +$196K +843 New
NCM
1419
NCM Capital Management
New Jersey
$213K +$195K +840 New
FIA
1420
Foundations Investment Advisors
Arizona
$212K +$195K +837 New
AWA
1421
Amplius Wealth Advisors
Pennsylvania
$212K +$194K +834 New
BBA
1422
BLB&B Advisors
Pennsylvania
$210K +$193K +829 New
AA
1423
Advisory Alpha
Michigan
$209K +$192K +824 New
HDIM
1424
Hanson & Doremus Investment Management
Vermont
$209K – – –
TNA
1425
True North Advisors
Texas
$208K +$191K +820 New
55 56
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58 59