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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
801
TD Private Client Wealth
New York
$1.59M +$105K +523 +8%
CAG
802
Crestwood Advisors Group
Massachusetts
$1.59M +$9.88K +49 +0.7%
LF
803
Lantz Financial
Illinois
$1.59M +$38.3K +190 +3%
PSP
804
Pacific Sage Partners
Washington
$1.59M – – –
WCM
805
WealthBridge Capital Management
Ohio
$1.59M +$1.46M +7,265 New
AFG
806
Atomi Financial Group
New York
$1.58M +$126K +627 +9%
DS
807
DRW Securities
Illinois
$1.56M +$1.44M +7,122 New
CL
808
CSS LLC
Illinois
$1.55M +$141K +700 +11%
CT
809
Coastline Trust
Rhode Island
$1.54M – – –
SW
810
Simplicity Wealth
New Jersey
$1.53M +$895K +4,440 +172%
PA
811
Paragon Advisors
Texas
$1.53M -$796K -3,952 -36%
HIC
812
Harvey Investment Company
Kentucky
$1.53M – – –
AWM
813
Accurate Wealth Management
Florida
$1.5M +$1.31M +6,491 New
BLFG
814
Brian Low Financial Group
Louisiana
$1.49M +$1.38M +6,833 New
RI
815
Ridgewood Investments
New Jersey
$1.49M +$307K +1,524 +29%
WA
816
Waterford Advisors
New York
$1.48M -$55.6K -276 -4%
PF
817
Phoenix Financial
Israel
$1.48M -$1.95M -9,656 -59%
MCWS
818
McKinley Carter Wealth Services
West Virginia
$1.48M +$1.41K +7 +0.1%
WBC
819
Westpac Banking Corp
Australia
$1.48M -$344K -1,709 -20%
SB
820
SIG Brokerage
New York
$1.47M -$430K -2,135 -24%
IWA
821
Icon Wealth Advisors
Texas
$1.47M +$345K +1,712 +34%
CTC
822
Central Trust Company
Missouri
$1.47M -$120K -596 -8%
GRP
823
Global Retirement Partners
California
$1.46M +$1.35M +6,695 New
MWM
824
Meridian Wealth Management
Kentucky
$1.45M +$97.9K +486 +8%
FIA
825
Foundations Investment Advisors
Arizona
$1.44M +$1.33M +6,590 New
31 32
33
34 35