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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
901
Catalyst Financial Partners
Massachusetts
$1.26M +$47.8K +194 +4%
GFA
902
Gifford Fong Associates
California
$1.24M – – –
PAM
903
Paradigm Asset Management
New York
$1.23M – – –
PWM
904
Proathlete Wealth Management
Florida
$1.23M -$5.18K -21 -0.4%
BCM
905
Bancreek Capital Management
California
$1.23M -$97.9K -397 -7%
PWM
906
Perigon Wealth Management
California
$1.2M -$28.4K -115 -2%
ATS
907
Ashton Thomas Securities
New York
$1.19M +$102K +413 +9%
WA
908
WP Advisors
California
$1.19M +$493 +2 +0%
SMA
909
Sage Mountain Advisors
Georgia
$1.18M +$114K +464 +11%
NFA
910
Northern Financial Advisors
Michigan
$1.18M +$3.7K +15 +0.3%
CIA
911
Compass Ion Advisors
Pennsylvania
$1.18M -$10.4K -42 -0.9%
PWM
912
Prosperity Wealth Management
California
$1.17M +$1.17M +4,755 New
KIA
913
Knollwood Investment Advisory
Maryland
$1.17M -$9.12K -37 -0.8%
BRWA
914
B. Riley Wealth Advisors
Florida
$1.16M -$105K -425 -8%
LFAS
915
Level Four Advisory Services
Texas
$1.16M -$11.1K -45 -0.9%
CH
916
Canton Hathaway
Rhode Island
$1.16M – – –
APW
917
Acima Private Wealth
Virginia
$1.16M – – –
DFCM
918
Dark Forest Capital Management
Puerto Rico
$1.14M +$936K +3,798 +453%
BONST
919
Bank of Nova Scotia Trust
Ontario, Canada
$1.14M +$1.14M +4,605 New
CAM
920
Congress Asset Management
Massachusetts
$1.13M -$46.8K -190 -4%
EFG
921
Everhart Financial Group
Ohio
$1.13M -$16.3K -66 -1%
WAM
922
Wakefield Asset Management
Colorado
$1.13M -$1.19M -4,844 -51%
AIM
923
Allen Investment Management
New York
$1.13M – – –
LWAM
924
Legacy Wealth Asset Management
Minnesota
$1.13M -$1.31M -5,317 -54%
OAM
925
Oxford Asset Management
United Kingdom
$1.11M -$1.26M -5,116 -53%
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