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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
Mascoma Wealth Management
New Hampshire
$51K +$27K +250 +125%
FCA
952
FinTrust Capital Advisors
South Carolina
$51K +$30.1K +278 +158%
SQA
953
Simon Quick Advisors
New Jersey
$50K +$541 +5 +1%
NFSG
954
Newbridge Financial Services Group
Florida
$48K -$11.6K -107 -20%
FRA
955
Front Row Advisors
California
$47K -$324 -3 -0.7%
CWP
956
Concord Wealth Partners
Virginia
$47K – – –
FFC
957
First Financial Corp
Indiana
$47K – – –
BWM
958
Baystate Wealth Management
Massachusetts
$47K +$108 +1 +0.2%
MA
959
Montag & Associates
Georgia
$46K -$16.2K -150 -27%
RA
960
Rational Advisors
New York
$44K +$14.7K +136 +55%
RTC
961
Riverview Trust Company
Washington
$44K +$41.6K +385 New
PWP
962
Pursue Wealth Partners
California
$43.4K +$39.3K +363 New
CCM
963
Covington Capital Management
California
$40K – – –
PGAM
964
Princeton Global Asset Management
New Jersey
$40K – – –
GAM
965
Gemmer Asset Management
California
$39K -$1.3K -12 -3%
BONH
966
Bank of New Hampshire
New Hampshire
$39K +$37.3K +345 New
TFO
967
Tarbox Family Office
California
$38K -$3.79K -35 -10%
CFO
968
CVA Family Office
Colorado
$38K – – –
CAC
969
Core Alternative Capital
Georgia
$37K +$32.6K +301 +1,254%
CAL
970
Capital Advisors Ltd
Ohio
$36K +$1.95K +18 +6%
SFG
971
Steward Financial Group
Texas
$36K +$30.9K +286 +953%
FMII
972
Farmers & Merchants Investments Inc
Nebraska
$35K – – –
CT
973
Caldwell Trust
Florida
$34.2K – – –
OC
974
Oakworth Capital
Alabama
$34K – – –
QC
975
Quent Capital
New York
$31K -$3.35K -31 -10%
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