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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
926
Equitable Holdings
New York
$695K +$18.4K +88 +3%
GJWM
927
Gilliland Jeter Wealth Management
Arkansas
$695K +$209 +1 +0%
KP
928
Keel Point
Alabama
$694K +$44.2K +211 +7%
MG
929
Marex Group
$689K +$694K +3,315 New
RG
930
Renaissance Group
Kentucky
$687K +$628 +3 +0.1%
MA
931
Mutual Advisors
Nebraska
$683K +$46.5K +222 +7%
VCM
932
Virtue Capital Management
Tennessee
$683K +$2.93K +14 +0.4%
PEA
933
Park Edge Advisors
Ohio
$681K +$687K +3,281 New
HIM
934
Hillsdale Investment Management
Ontario, Canada
$681K – – –
NB
935
Northwest Bancshares
Pennsylvania
$679K – – –
WFI
936
West Family Investments
California
$678K +$23.7K +113 +4%
CIAS
937
Capital Investment Advisory Services
North Carolina
$677K – – –
PCG
938
Prosperity Consulting Group
Maryland
$674K -$11.1K -53 -2%
SIG
939
Sky Investment Group
Connecticut
$669K – – –
WSFS
940
Wilmington Savings Fund Society
Delaware
$663K – – –
BWG
941
Balanced Wealth Group
Ohio
$662K -$11.3K -54 -2%
JF
942
JSF Financial
California
$658K +$663K +3,168 New
SQA
943
Simon Quick Advisors
New Jersey
$656K +$111K +530 +20%
AWM
944
Avior Wealth Management
Nebraska
$651K -$138K -657 -17%
SIG
945
Sargent Investment Group
Maryland
$646K +$424K +2,025 +187%
VFA
946
Voya Financial Advisors
Connecticut
$644K +$4.81K +23 +0.8%
SWM
947
Selective Wealth Management
Virginia
$642K – – –
TRIA
948
Trail Ridge Investment Advisors
Colorado
$638K +$45.8K +219 +8%
WA
949
Waverly Advisors
Alabama
$636K +$641K +3,064 New
BFA
950
Beaumont Financial Advisors
Massachusetts
$636K +$22.8K +109 +4%
36 37
38
39 40