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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
776
McKinley Carter Wealth Services
West Virginia
$1.73M +$1.16K +5 +0.1%
KWA
777
Kingswood Wealth Advisors
California
$1.72M +$239K +1,027 +18%
MC
778
Machina Capital
France
$1.7M -$558K -2,398 -26%
FTWA
779
Fifth Third Wealth Advisors
Ohio
$1.7M -$6.04K -26 -0.4%
TAM
780
Trust Asset Management
Texas
$1.69M – – –
DP
781
Dearborn Partners
Illinois
$1.69M +$35.3K +152 +2%
CB
782
Cadence Bank
Mississippi
$1.69M -$26K -112 -2%
LSAG
783
Lake Street Advisors Group
New Hampshire
$1.69M -$2.79K -12 -0.2%
FTC
784
Farmers Trust Company
Ohio
$1.68M -$26.3K -113 -2%
AO
785
Advisor OS
Illinois
$1.68M +$16.7K +72 +1%
CCA
786
Checchi Capital Advisers
California
$1.66M -$6.74K -29 -0.4%
CP
787
Cumberland Partners
Ontario, Canada
$1.65M +$814K +3,500 +117%
AT
788
Arlington Trust
Alabama
$1.65M – – –
OCBCO
789
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.65M -$398K -1,713 -21%
AC
790
Arjuna Capital
North Carolina
$1.63M +$1.49M +6,425 New
SSWM
791
Smith Salley Wealth Management
North Carolina
$1.63M +$34.6K +149 +2%
WANY
792
Wealthspire Advisors (New York)
New York
$1.63M -$481K -2,069 -24%
IIM
793
Ironwood Investment Management
Massachusetts
$1.63M -$73.9K -318 -5%
CF
794
Centaurus Financial
California
$1.61M -$6.97K -30 -0.5%
RI
795
Rinkey Investments
California
$1.61M – – –
FWTB
796
First Western Trust Bank
Colorado
$1.6M -$154K -662 -10%
GM
797
GeoWealth Management
Illinois
$1.59M -$297K -1,279 -17%
PI
798
PGGM Investments
Netherlands
$1.58M +$1.45M +6,234 New
MA
799
Mezzasalma Advisors
New Jersey
$1.55M +$318K +1,367 +29%
RP
800
Riverwater Partners
Wisconsin
$1.54M -$167K -717 -11%
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