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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
876
Destiny Wealth Partners
Florida
$340K -$3.04K -24 -0.9%
WP
877
WealthSource Partners
California
$336K +$39.4K +311 +14%
IWM
878
IHT Wealth Management
Illinois
$334K +$2.79K +22 +0.9%
1WA
879
180 Wealth Advisors
Washington
$334K +$54.5K +430 +21%
EWM
880
Empirical Wealth Management
Washington
$329K +$10K +79 +3%
IIM
881
InTrack Investment Management
Vermont
$326K +$319K +2,516 New
DMBA
882
Deseret Mutual Benefit Administrators
Utah
$325K -$264K -2,085 -45%
TFS
883
Thoroughbred Financial Services
Tennessee
$323K – – –
CCM
884
Chilton Capital Management
Texas
$322K – – –
OWM
885
Orgel Wealth Management
Wisconsin
$318K – – –
B
886
Barings
North Carolina
$317K -$1.52K -12 -0.5%
GIA
887
Gateway Investment Advisers
Ohio
$317K -$31K -245 -9%
PP
888
Paloma Partners
Connecticut
$313K +$306K +2,415 New
SCM
889
Stonehearth Capital Management
Massachusetts
$312K -$71.7K -566 -19%
CS
890
Cannell & Spears
New York
$310K – – –
BAM
891
Belpointe Asset Management
Nevada
$309K +$10.4K +82 +4%
NP
892
NorthRock Partners
Minnesota
$308K +$46.1K +364 +18%
ACM
893
Allred Capital Management
Texas
$308K -$253 -2 -0.1%
CA
894
Corrado Advisors
New Jersey
$305K +$298K +2,350 New
AAP
895
Arax Advisory Partners
Colorado
$304K +$5.45K +43 +2%
HIA
896
Harbor Investment Advisory
Maryland
$303K +$3.17K +25 +1%
CA
897
Cortland Associates
Missouri
$301K – – –
TCOV
898
Trust Company of Vermont
Vermont
$299K -$94.9K -749 -25%
ICG
899
InterOcean Capital Group
Tennessee
$293K +$1.39K +11 +0.5%
CA
900
Continuum Advisory
Idaho
$293K +$286K +2,259 New
34 35
36
37 38