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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
1001
City Holding Co
West Virginia
$17K – – –
JWA
1002
JFS Wealth Advisors
Pennsylvania
$17K +$10.8K +100 +192%
SC
1003
SouthState Corp
Florida
$16K -$2.06K -19 -12%
APC
1004
Aspire Private Capital
North Carolina
$16K – – –
MHR
1005
Matthew Hamilton Rosenberg
$16K – – –
VCM
1006
Versant Capital Management
Arizona
$15K -$324 -3 -2%
PWMG
1007
Prestige Wealth Management Group
New Jersey
$15K +$5.3K +49 +60%
BCWM
1008
Bartlett & Co Wealth Management
Ohio
$14.2K +$13.5K +125 New
BC
1009
Bartlett & Co
Ohio
$14K +$13.5K +125 New
GC
1010
Globeflex Capital
California
$13K -$1.95K -18 -14%
LB
1011
Legacy Bridge
Iowa
$13K – – –
CHA
1012
Carmichael Hill & Associates
Maryland
$12K – – –
ZIG
1013
Zullo Investment Group
Pennsylvania
$12K – – –
PI
1014
PineBridge Investments
New York
$11K -$130K -1,200 -92%
EWM
1015
Endurance Wealth Management
Rhode Island
$11K -$2.49K -23 -19%
PFGIA
1016
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
WPA
1017
West Paces Advisors
Georgia
$10.3K +$3.35K +31 +53%
SGAM
1018
Smith Group Asset Management
Texas
$10K -$1.08K -10 -10%
RFWA
1019
RPg Family Wealth Advisory
Massachusetts
$9.46K +$8.98K +83 New
RWM
1020
Raffa Wealth Management
District of Columbia
$9.35K – – –
NL
1021
NVWM LLC
Pennsylvania
$9K – – –
AIP
1022
Ahrens Investment Partners
Louisiana
$8K – – –
CWC
1023
Carolinas Wealth Consulting
North Carolina
$8K – – –
IAS
1024
IMA Advisory Services
Colorado
$8K – – –
SCA
1025
Stonebridge Capital Advisors
Minnesota
$8K – – –
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