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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1501
SYM Financial Corp
Indiana
$209K -$33.1K -164 -15%
TCM
1502
Traynor Capital Management
Pennsylvania
$208K +$192K +954 New
RMCM
1503
Reynders McVeigh Capital Management
Massachusetts
$208K +$192K +952 New
CSPIA
1504
Cary Street Partners Investment Advisory
Virginia
$208K +$29K +144 +18%
AWS
1505
Arkfeld Wealth Strategies
Nebraska
$207K +$181K +896 New
MMPW
1506
Mitchell McLeod Pugh & Williams
Alabama
$207K +$191K +948 New
TNA
1507
True North Advisors
Texas
$207K -$24.2K -120 -11%
CTI
1508
Community Trust & Investment
Kentucky
$206K +$190K +945 New
BRWM
1509
Blue Rock Wealth Management
North Carolina
$206K +$190K +945 New
OWA
1510
Outlook Wealth Advisors
Texas
$206K +$190K +945 New
ESBC
1511
E.S. Barr & Co
Kentucky
$206K +$190K +941 New
AAMG
1512
AMG Asset Management Group
Georgia
$205K +$189K +940 New
SI
1513
Stirlingshire Investments
New York
$205K +$189K +939 New
SSG
1514
Summit Securities Group
New York
$204K -$12.1K -60 -6%
WIM
1515
Warwick Investment Management
Texas
$204K +$189K +936 New
PIA
1516
Pinion Investment Advisors
Kansas
$204K +$188K +935 New
EFA
1517
Evernest Financial Advisors
Indiana
$204K +$188K +934 New
HCWM
1518
Hidden Cove Wealth Management
Washington
$204K +$188K +934 New
LT
1519
Legacy Trust
Michigan
$204K +$188K +933 New
MSWM
1520
Mowery & Schoenfeld Wealth Management
Illinois
$203K – – –
EWM
1521
Evermay Wealth Management
Virginia
$203K +$29.4K +146 +19%
QFA
1522
Quantum Financial Advisors
California
$202K +$186K +923 New
AWE
1523
Avidian Wealth Enterprises
Texas
$201K +$185K +920 New
CWMK
1524
Caliber Wealth Management (Kansas)
Kansas
$201K +$185K +919 New
MFWP
1525
Mosaic Family Wealth Partners
Missouri
$200K +$185K +917 New
59 60
61
62 63