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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
826
Crescent Grove Advisors
Illinois
$221K +$223K +2,250 New
MCM
827
Manchester Capital Management
Vermont
$220K +$11.4K +115 +5%
MA
828
Mutual Advisors
Nebraska
$219K -$76.8K -776 -26%
SWM
829
Stockman Wealth Management
Montana
$219K – – –
HAG
830
HighPoint Advisor Group
Illinois
$219K +$221K +2,233 New
WC
831
Wexford Capital
Florida
$216K +$218K +2,200 New
SG
832
StoneX Group
New York
$214K -$5.24K -53 -2%
XS
833
XR Securities
Illinois
$214K +$216K +2,179 New
MA
834
MUFG Americas
New York
$213K – – –
GSIS
835
Global Strategic Investment Solutions
Arizona
$212K – – –
QP
836
Quilter Plc
United Kingdom
$211K -$16.8K -170 -7%
LA
837
Legacy Advisors
Pennsylvania
$210K – – –
EFS
838
Essex Financial Services
Connecticut
$209K +$210K +2,128 New
DMBA
839
Deseret Mutual Benefit Administrators
Utah
$209K +$211K +2,131 New
DLA
840
Douglas Lane & Associates
New York
$208K +$1.68K +17 +0.8%
JPG
841
Jordan Park Group
California
$208K +$210K +2,122 New
KPWS
842
Kestra Private Wealth Services
Texas
$207K -$12K -121 -5%
TCOV
843
Trust Company of Vermont
Vermont
$207K -$9.69K -98 -4%
FF
844
FourThought Financial
Florida
$207K +$83.6K +845 +67%
PBO
845
Peoples Bank (Ohio)
Ohio
$207K +$208K +2,105 New
9WM
846
9258 Wealth Management
Ohio
$207K +$208K +2,107 New
EP
847
Edgestream Partners
New Jersey
$204K -$11.4M -115,643 -98%
NRI
848
NFP Retirement Inc
California
$200K +$202K +2,040 New
AII
849
AGF Investments Inc
Ontario, Canada
$191K -$3.56M -35,958 -95%
AAP
850
Arax Advisory Partners
Colorado
$188K +$190K +1,916 New
32 33
34
35 36