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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
926
Old Point Trust & Financial Services N A
Virginia
$1.02M +$182K +901 +24%
MMM
927
Mendel Money Management
Illinois
$1.01M +$931K +4,619 New
CNBT
928
Canandaigua National Bank & Trust
New York
$1.01M +$929K +4,610 New
LWAM
929
Legacy Wealth Asset Management
Minnesota
$1.01M -$8.46K -42 -0.9%
PCG
930
Prosperity Consulting Group
Maryland
$1M +$194K +964 +27%
PPWP
931
Premier Path Wealth Partners
New Jersey
$1M +$18.3K +91 +2%
LFAS
932
Level Four Advisory Services
Texas
$1M +$9.88K +49 +1%
VC
933
VarCov Co
Connecticut
$1M +$923K +4,582 New
WSFS
934
Wilmington Savings Fund Society
Delaware
$999K +$17.5K +87 +2%
KLCM
935
KG&L Capital Management
Louisiana
$997K +$22K +109 +2%
CFG
936
Cooper Financial Group
California
$997K +$172K +852 +23%
AIM
937
Allen Investment Management
New York
$997K -$2.82K -14 -0.3%
MGIA
938
Moneta Group Investment Advisors
Missouri
$988K -$1.1M -5,456 -55%
DWM
939
Dynasty Wealth Management
Florida
$988K +$912K +4,524 New
APW
940
Aventura Private Wealth
Florida
$984K +$8.67K +43 +1%
CIAS
941
Capital Investment Advisory Services
North Carolina
$983K +$241K +1,198 +36%
IPW
942
Inlet Private Wealth
Florida
$968K – – –
ISWM
943
Intesa Sanpaolo Wealth Management
$962K – – –
BJL
944
Brighton Jones LLC
Washington
$955K -$180K -892 -17%
CFA
945
CWS Financial Advisors
Michigan
$953K +$57.6K +286 +7%
MMG
946
Monetary Management Group
Missouri
$950K +$126K +625 +17%
SPC
947
Spirepoint Private Client
Florida
$949K -$13.5K -67 -2%
SFA
948
Souders Financial Advisors
Ohio
$947K -$70.9K -352 -8%
QI
949
Qtron Investments
Massachusetts
$946K -$246K -1,219 -22%
NB
950
Nicolet Bankshares
Wisconsin
$933K -$21.2K -105 -3%
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