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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
1501
Blue Rock Wealth Management
North Carolina
$206K +$190K +945 New
OWA
1502
Outlook Wealth Advisors
Texas
$206K +$190K +945 New
ESBC
1503
E.S. Barr & Co
Kentucky
$206K +$190K +941 New
AAMG
1504
AMG Asset Management Group
Georgia
$205K +$189K +940 New
SI
1505
Stirlingshire Investments
New York
$205K +$189K +939 New
SSG
1506
Summit Securities Group
New York
$204K -$12.1K -60 -6%
WIM
1507
Warwick Investment Management
Texas
$204K +$189K +936 New
PIA
1508
Pinion Investment Advisors
Kansas
$204K +$188K +935 New
EFA
1509
Evernest Financial Advisors
Indiana
$204K +$188K +934 New
HCWM
1510
Hidden Cove Wealth Management
Washington
$204K +$188K +934 New
LT
1511
Legacy Trust
Michigan
$204K +$188K +933 New
MSWM
1512
Mowery & Schoenfeld Wealth Management
Illinois
$203K – – –
EWM
1513
Evermay Wealth Management
Virginia
$203K +$29.4K +146 +19%
QFA
1514
Quantum Financial Advisors
California
$202K +$186K +923 New
AWE
1515
Avidian Wealth Enterprises
Texas
$201K +$185K +920 New
CWMK
1516
Caliber Wealth Management (Kansas)
Kansas
$201K +$185K +919 New
MFWP
1517
Mosaic Family Wealth Partners
Missouri
$200K +$185K +917 New
AWA
1518
AGH Wealth Advisors
Kansas
$200K +$185K +917 New
CWM
1519
Cornerstone Wealth Management
Missouri
$200K +$185K +917 New
HCM
1520
Hollencrest Capital Management
California
$199K -$30.2K -150 -14%
SR
1521
Swiss Re
Switzerland
$197K +$150K +745 +475%
DMBA
1522
Deseret Mutual Benefit Administrators
Utah
$194K +$9.67K +48 +6%
SLT
1523
St Louis Trust
Missouri
$190K – – –
SGFG
1524
Silver Grove Financial Group
New York
$189K +$82.2K +408 +89%
WTC
1525
WhitTier Trust Company
Nevada
$185K -$158K -784 -50%
59 60
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62 63