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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
801
Cannell & Spears
New York
$236K -$15.3K -162 -6%
RFN
802
RDA Financial Network
Iowa
$234K +$6.15K +65 +3%
CA
803
Cortland Associates
Missouri
$233K -$7.09K -75 -3%
JF
804
JSF Financial
California
$233K +$223K +2,359 New
PBO
805
Peoples Bank (Ohio)
Ohio
$230K -$8.32K -88 -4%
TCM
806
Teza Capital Management
Illinois
$229K -$215K -2,276 -50%
UIA
807
UBP Investment Advisors
Switzerland
$229K +$9.08K +96 +4%
HIA
808
Harbor Investment Advisory
Maryland
$229K +$50.2K +531 +30%
WAS
809
Wealth Advisory Solutions
Indiana
$228K +$218K +2,307 New
9WM
810
9258 Wealth Management
Ohio
$224K -$2.55K -27 -1%
FMT
811
First Mercantile Trust
Tennessee
$224K +$5.96K +63 +3%
FI
812
Fosun International
China
$224K +$217K +2,295 New
SG
813
StoneX Group
New York
$223K +$1.8K +19 +0.9%
1WA
814
180 Wealth Advisors
Washington
$223K +$2.27K +24 +1%
VFA
815
Valeo Financial Advisors
Indiana
$222K +$13.7K +145 +7%
PAMP
816
Polar Asset Management Partners
Ontario, Canada
$222K +$213K +2,250 New
SWM
817
Stockman Wealth Management
Montana
$221K – – –
VHAM
818
Van Hulzen Asset Management
California
$217K -$95 -1 -0%
MA
819
MUFG Americas
New York
$217K +$2.27K +24 +1%
ATWA
820
Arbor Trust Wealth Advisors
Michigan
$213K -$66.2K -700 -25%
QP
821
Quilter Plc
United Kingdom
$213K – – –
MCM
822
Manchester Capital Management
Vermont
$212K +$1.14K +12 +0.6%
CCG
823
Cypress Capital Group
Florida
$210K -$43.1K -456 -18%
TA
824
Tiedemann Advisors
New York
$209K +$201K +2,122 New
DLA
825
Douglas Lane & Associates
New York
$208K -$1.23K -13 -0.6%
31 32
33
34 35