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PRGS

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$1.92K -$1.22K -20 -40%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$1.92K – – –
MSFP
328
Mark Sheptoff Financial Planning
Connecticut
$1.85K +$1.76K +29 New
SWM
329
Spire Wealth Management
Virginia
$1.85K +$1.76K +29 New
AAP
330
Arax Advisory Partners
Colorado
$1.41K – – –
AAS
331
Ameritas Advisory Services
Nebraska
$1.28K +$1.22K +20 New
AGWCA
332
Annis Gardner Whiting Capital Advisors
Florida
$1.21K +$1.16K +19 New
PMAM
333
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
RCM
334
Raleigh Capital Management
North Carolina
$841 – – –
SC
335
Swan Capital
Florida
$830 +$791 +13 New
BWL
336
Bogart Wealth LLC
Virginia
$766 – – –
FHA
337
First Horizon Advisors
Tennessee
$733 – – –
MCM
338
MAI Capital Management
Ohio
$639 +$608 +10 New
HNB
339
Huntington National Bank
Ohio
$575 – – –
KG
340
Kilter Group
New York
$575 +$547 +9 New
TWD
341
True Wealth Design
Ohio
$447 – – –
DPW
342
DiNuzzo Private Wealth
Pennsylvania
$447 +$61 +1 +17%
SIC
343
SJS Investment Consulting
Ohio
$320 – – –
BHWM
344
Bay Harbor Wealth Management
Maryland
$255 +$182 +3 +300%
HIA
345
HFM Investment Advisors
New Jersey
$192 +$122 +2 +200%
PWM
346
Parkworth Wealth Management
California
$192 +$122 +2 +200%
RWM
347
Rialto Wealth Management
New York
$64 +$61 +1 New
TC
348
TwinBeech Capital
New York
– -$4.75M -92,187 Closed
AIMCA
349
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.2M -23,200 Closed
CF
350
Corebridge Financial
Texas
– -$1.16M -22,511 Closed
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