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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
926
Versant Capital Management
Arizona
$12K -$2.57K -27 -17%
CAL
927
Capital Advisors Ltd
Ohio
$12K – – –
LWA
928
Lenox Wealth Advisors
New York
$12K – – –
PFGIA
929
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$8.86K +93 +227%
WPA
930
West Paces Advisors
Georgia
$11.4K – – –
BCWM
931
Bartlett & Co Wealth Management
Ohio
$11.3K -$1.33K -14 -10%
BC
932
Bartlett & Co
Ohio
$11K -$1.33K -14 -10%
EWM
933
Endurance Wealth Management
Rhode Island
$11K – – –
PB
934
Pinnacle Bancorp
Nebraska
$11K +$5.62K +59 +102%
SC
935
SouthState Corp
Florida
$11K +$11.9K +125 New
CHA
936
Carmichael Hill & Associates
Maryland
$10K – – –
LB
937
Legacy Bridge
Iowa
$10K – – –
RA
938
Rational Advisors
New York
$10K +$10.2K +107 New
EW
939
Evoke Wealth
California
$9K -$5.43K -57 -36%
NC
940
NewSquare Capital
Pennsylvania
$9K – – –
TIM
941
Tortoise Investment Management
New York
$9K – – –
RWM
942
Raffa Wealth Management
District of Columbia
$8.95K – – –
PWMG
943
Prestige Wealth Management Group
New Jersey
$8K -$191 -2 -2%
CFD
944
Creative Financial Designs
Indiana
$8K – – –
SGAM
945
Smith Group Asset Management
Texas
$8K +$667 +7 +9%
SCA
946
Stonebridge Capital Advisors
Minnesota
$8K +$1.14K +12 +17%
CWC
947
Carolinas Wealth Consulting
North Carolina
$8K +$6.29K +66 +287%
KIG
948
Kowal Investment Group
Wisconsin
$8K +$8.96K +94 New
BWM
949
BerganKDV Wealth Management
Minnesota
$7K +$6.58K +69 +531%
CTB
950
Country Trust Bank
Illinois
$7K +$7.05K +74 New
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