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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1501
Centerpoint Advisory Group
Kansas
$216K – – –
KFA
1502
Kelleher Financial Advisors
New York
$216K – – –
VIS
1503
Vega Investment Solutions
France
$216K +$215K +950 New
CWM
1504
Cornerstone Wealth Management
Missouri
$215K +$28K +124 +15%
BRWM
1505
Blue Rock Wealth Management
North Carolina
$215K -$90.3K -400 -30%
CTI
1506
Community Trust & Investment
Kentucky
$215K -$4.29K -19 -2%
SP
1507
Stonebrook Private
Michigan
$215K -$26.4K -117 -11%
ESBC
1508
E.S. Barr & Co
Kentucky
$214K +$9.26K +41 +5%
FIA
1509
Foundations Investment Advisors
Arizona
$214K -$102K -452 -32%
JAG
1510
Journey Advisory Group
Kentucky
$213K – – –
BWM
1511
BCS Wealth Management
Tennessee
$212K +$210K +932 New
OWA
1512
Outlook Wealth Advisors
Texas
$211K +$4.52K +20 +2%
CNC
1513
Citizens & Northern Corp
Pennsylvania
$211K +$15.1K +67 +8%
KV
1514
Kickstand Ventures
New York
$210K – – –
AWA
1515
AGH Wealth Advisors
Kansas
$210K +$208K +921 New
HAS
1516
HBW Advisory Services
California
$210K -$4.07K -18 -2%
FSA
1517
Franklin Street Advisors
North Carolina
$208K – – –
DF
1518
Define Financial
California
$207K +$226 +1 +0.1%
EA
1519
Enclave Advisors
Texas
$206K -$17.2K -76 -8%
EFG
1520
Embree Financial Group
Illinois
$206K +$204K +904 New
KWA
1521
Kingswood Wealth Advisors
California
$206K -$112K -496 -35%
WSWA
1522
Warren Street Wealth Advisors
California
$206K -$95.3K -422 -32%
AP
1523
Americana Partners
Texas
$205K -$105K -464 -34%
BDF
1524
Black Diamond Financial
Maryland
$205K – – –
MCM
1525
Monarch Capital Management
Indiana
$205K +$203K +900 New
59 60
61
62 63