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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
1551
Bank Pictet & Cie (Europe)
Germany
$254K – – –
KFA
1552
Kelleher Financial Advisors
New York
$254K – – –
CAG
1553
Centerpoint Advisory Group
Kansas
$254K +$260K +950 New
BDF
1554
Black Diamond Financial
Maryland
$253K +$13.2K +48 +5%
WA
1555
Wealth Alliance
New York
$253K -$9.59K -35 -4%
MSWM
1556
Mowery & Schoenfeld Wealth Management
Illinois
$251K – – –
WRPWM
1557
Werba Rubin Papier Wealth Management
California
$250K -$1.92K -7 -0.7%
APP
1558
Avantax Planning Partners
Iowa
$250K +$256K +935 New
TFA
1559
Transamerica Financial Advisors
Florida
$249K +$123K +450 +93%
OPWM
1560
Oregon Pacific Wealth Management
Oregon
$248K – – –
ML
1561
McAdam LLC
Pennsylvania
$248K +$255K +930 New
KV
1562
Kickstand Ventures
New York
$246K -$9.32K -34 -4%
HDIM
1563
Hanson & Doremus Investment Management
Vermont
$246K – – –
PAS
1564
Parsonex Advisory Services
Colorado
$246K +$252K +921 New
AFAS
1565
Acorn Financial Advisory Services
Virginia
$243K – – –
ZIM
1566
Zacks Investment Management
Illinois
$243K -$230K -840 -48%
SMA
1567
Seven Mile Advisory
New Jersey
$243K -$23.6K -86 -9%
DF
1568
Define Financial
California
$243K – – –
SS
1569
SBI Securities
Japan
$242K -$8.22K -30 -3%
CCA
1570
Catalyst Capital Advisors
New York
$242K +$104K +380 +72%
OWA
1571
Outlook Wealth Advisors
Texas
$242K +$1.37K +5 +0.6%
ASG
1572
Ariston Services Group
California
$241K – – –
CSWG
1573
Cardinal Strategic Wealth Guidance
Kentucky
$240K -$13.7K -50 -5%
ESBC
1574
E.S. Barr & Co
Kentucky
$240K – – –
JAG
1575
Journey Advisory Group
Kentucky
$240K – – –
61 62
63
64 65