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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
926
Northern Financial Advisors
Michigan
$1.02M -$7.25K -36 -0.8%
AUB
927
Atlantic Union Bankshares
Virginia
$1.02M +$1.61K +8 +0.2%
APW
928
Acima Private Wealth
Virginia
$1.02M – – –
OPTFSNA
929
Old Point Trust & Financial Services N A
Virginia
$1.02M +$182K +901 +24%
MMM
930
Mendel Money Management
Illinois
$1.01M +$931K +4,619 New
CNBT
931
Canandaigua National Bank & Trust
New York
$1.01M +$929K +4,610 New
LWAM
932
Legacy Wealth Asset Management
Minnesota
$1.01M -$8.46K -42 -0.9%
PCG
933
Prosperity Consulting Group
Maryland
$1M +$194K +964 +27%
PPWP
934
Premier Path Wealth Partners
New Jersey
$1M +$18.3K +91 +2%
LFAS
935
Level Four Advisory Services
Texas
$1M +$9.88K +49 +1%
VC
936
VarCov Co
Connecticut
$1M +$923K +4,582 New
WSFS
937
Wilmington Savings Fund Society
Delaware
$999K +$17.5K +87 +2%
KLCM
938
KG&L Capital Management
Louisiana
$997K +$22K +109 +2%
CFG
939
Cooper Financial Group
California
$997K +$172K +852 +23%
AIM
940
Allen Investment Management
New York
$997K -$2.82K -14 -0.3%
MGIA
941
Moneta Group Investment Advisors
Missouri
$988K -$1.1M -5,456 -55%
DWM
942
Dynasty Wealth Management
Florida
$988K +$912K +4,524 New
APW
943
Aventura Private Wealth
Florida
$984K +$8.67K +43 +1%
CIAS
944
Capital Investment Advisory Services
North Carolina
$983K +$241K +1,198 +36%
IPW
945
Inlet Private Wealth
Florida
$968K – – –
ISWM
946
Intesa Sanpaolo Wealth Management
$962K – – –
BJL
947
Brighton Jones LLC
Washington
$955K -$180K -892 -17%
CFA
948
CWS Financial Advisors
Michigan
$953K +$57.6K +286 +7%
MMG
949
Monetary Management Group
Missouri
$950K +$126K +625 +17%
SPC
950
Spirepoint Private Client
Florida
$949K -$13.5K -67 -2%
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