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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
876
United Advisor Group
Ohio
$748K -$564K -3,042 -46%
SC
877
SRB Corp
Massachusetts
$745K +$669K +3,603 New
FW
878
Fairway Wealth
Ohio
$745K – – –
KBFS
879
Kohmann Bosshard Financial Services
Ohio
$745K – – –
LCG
880
Lynx Capital Group
Ohio
$743K – – –
AWM
881
Angeles Wealth Management
California
$740K +$42.5K +229 +7%
PWM
882
Perigon Wealth Management
California
$740K +$64K +345 +11%
GF
883
Gries Financial
Ohio
$739K -$310K -1,672 -32%
BCM
884
BTC Capital Management
Iowa
$739K +$663K +3,572 New
KIA
885
Knollwood Investment Advisory
Maryland
$731K – – –
CWM
886
Circle Wealth Management
New Jersey
$729K +$36.6K +197 +6%
MG
887
Mather Group
Illinois
$725K -$742 -4 -0.1%
DWM
888
Defined Wealth Management
Oregon
$722K +$371 +2 +0.1%
SWM
889
Seed Wealth Management
Illinois
$722K – – –
BFS
890
Bradley Foster & Sargent
Connecticut
$722K -$40.4K -218 -6%
PAM
891
Peak Asset Management
Colorado
$720K – – –
VDI
892
Vaughan David Investments
Illinois
$720K -$4.64K -25 -0.7%
OCBCO
893
Oversea-Chinese Banking Corp (OCBC)
Singapore
$720K +$646K +3,480 New
SI
894
Scharf Investments
California
$719K -$12.6K -68 -2%
BAM
895
Belpointe Asset Management
Nevada
$717K +$397K +2,140 +161%
PSC
896
Prentiss Smith & Co
Vermont
$709K – – –
BOM
897
Bank of Marin
California
$708K -$125K -674 -16%
SIM
898
Sentry Investment Management
Wisconsin
$707K +$64.9K +350 +11%
KI
899
Keystone Investors
Singapore
$707K +$176K +949 +38%
NRD
900
Nebula Research & Development
New York
$704K +$631K +3,402 New
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37 38