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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
776
Defined Wealth Management
Oregon
$514K +$10.4K +79 +2%
VDI
777
Vaughan David Investments
Illinois
$513K +$3.29K +25 +0.7%
B
778
Bellecapital
Switzerland
$512K – – –
GL
779
Graypoint LLC
New York
$510K +$162K +1,235 +51%
WS
780
Wedbush Securities
California
$502K +$39.7K +302 +9%
KBFS
781
Kohmann Bosshard Financial Services
Ohio
$501K – – –
CIA
782
Choate Investment Advisors
Massachusetts
$496K +$175K +1,331 +60%
SI
783
Scharf Investments
California
$494K -$37.2K -283 -7%
EI
784
Ellevest Inc
New York
$491K -$28.5K -217 -6%
NWMG
785
National Wealth Management Group
Ohio
$485K +$458K +3,485 New
PAM
786
Peak Asset Management
Colorado
$485K – – –
ILI
787
Invesco LLC (Illinois)
Illinois
$483K +$47.5K +361 +12%
AWM
788
Axxcess Wealth Management
California
$481K +$2.76K +21 +0.6%
SWM
789
Seed Wealth Management
Illinois
$479K – – –
VFA
790
Voya Financial Advisors
Connecticut
$479K -$17.2K -131 -4%
PSC
791
Prentiss Smith & Co
Vermont
$478K – – –
QI
792
Qtron Investments
Massachusetts
$474K -$15.3K -116 -3%
PCG
793
Prosperity Consulting Group
Maryland
$473K -$5.79K -44 -1%
SIM
794
Sentry Investment Management
Wisconsin
$473K -$95K -722 -18%
IWM
795
IHT Wealth Management
Illinois
$473K +$15.1K +115 +4%
IAA
796
Independent Advisor Alliance
North Carolina
$470K -$13.8K -105 -3%
WDA
797
Wendell David Associates
New Hampshire
$470K -$49.7K -378 -10%
NB
798
Northwest Bancshares
Pennsylvania
$468K -$1.45K -11 -0.3%
BFS
799
Bradley Foster & Sargent
Connecticut
$468K – – –
AWM
800
Angeles Wealth Management
California
$465K -$1.16M -8,818 -73%
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