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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
626
SteelPeak Wealth
California
$718K +$682K +7,511 New
CNC
627
Canandaigua National Corp
New York
$714K +$678K +7,467 New
FWIA
628
Fort Washington Investment Advisors
Ohio
$710K -$12.5K -138 -2%
CBFP
629
Cedar Brook Financial Partners
Ohio
$710K +$6.72K +74 +1%
ATC
630
Argent Trust Co
Tennessee
$707K -$7.18K -79 -1%
CCP
631
Corient Capital Partners
California
$705K -$26.3K -289 -4%
YWP
632
YorkBridge Wealth Partners
New York
$700K -$4.72K -52 -0.7%
EI
633
Ethic Inc
New York
$698K +$243K +2,675 +58%
HIC
634
Harvey Investment Company
Kentucky
$694K – – –
MECA
635
Miller Equity Capital Advisors
Texas
$688K +$18.2K +200 +3%
WA
636
WP Advisors
California
$686K +$31K +341 +5%
SFA
637
Sequoia Financial Advisors
Ohio
$684K +$12.6K +139 +2%
PAS
638
Park Avenue Securities
New York
$682K +$138K +1,516 +27%
BC
639
Burney Company
Virginia
$680K -$128K -1,410 -17%
PFO
640
Pathstone Family Office
New Jersey
$676K +$270K +2,967 +72%
FDS
641
Freedom Day Solutions
Texas
$672K +$639K +7,030 New
FTDI
642
First Trust Direct Indexing
Massachusetts
$668K +$34.2K +376 +6%
CAN
643
Cetera Advisor Networks
California
$668K +$271K +2,978 +74%
ETC
644
Exchange Traded Concepts
Oklahoma
$651K +$108K +1,188 +21%
SC
645
Savant Capital
Illinois
$650K -$32.3K -355 -5%
TF
646
Trek Financial
Arizona
$641K +$200K +2,196 +49%
HWAM
647
Hennion & Walsh Asset Management
New Jersey
$630K +$599K +6,588 New
HIIFS
648
Harel Insurance Investments & Financial Services
Israel
$621K +$19.3K +212 +12%
SPC
649
Sigma Planning Corp
Michigan
$619K +$164K +1,805 +39%
LOAMS
650
Lombard Odier Asset Management (Switzerland)
Switzerland
$610K +$580K +6,380 New
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