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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1001
Pallas Capital Advisors
Massachusetts
$1.14M +$4.93K +18 +0.4%
HCM
1002
Howard Capital Management
Georgia
$1.14M +$272K +993 +30%
ILI
1003
Invesco LLC (Illinois)
Illinois
$1.13M -$153K -559 -12%
ACIM
1004
Azimuth Capital Investment Management
Michigan
$1.13M -$27.4K -100 -2%
CA
1005
Commerzbank Aktiengesellschaft
Germany
$1.13M – – –
CAU
1006
Caxton Associates (UK)
$1.13M -$507K -1,849 -30%
SPC
1007
Spirepoint Private Client
Florida
$1.13M +$1.16M +4,218 New
BJL
1008
Brighton Jones LLC
Washington
$1.13M +$68.8K +251 +6%
VFA
1009
Valeo Financial Advisors
Indiana
$1.12M +$78.1K +285 +7%
KNW
1010
Kesler Norman & Wride
Utah
$1.11M +$3.56K +13 +0.3%
EP
1011
Edgestream Partners
New Jersey
$1.11M +$923K +3,368 +420%
MSA
1012
Marino Stram & Associates
Massachusetts
$1.11M – – –
WLG
1013
Williamson Legacy Group
Indiana
$1.1M +$20K +73 +2%
V
1014
ViaWealth
Kansas
$1.08M -$53.7K -196 -5%
BC
1015
Burney Company
Virginia
$1.07M -$38.4K -140 -3%
CA
1016
Cullinan Associates
Kentucky
$1.07M – – –
LIM
1017
Letson Investment Management
Georgia
$1.07M – – –
PPWP
1018
Premier Path Wealth Partners
New Jersey
$1.06M +$28.2K +103 +3%
HSA
1019
HBK Sorce Advisory
Pennsylvania
$1.05M -$29.6K -108 -3%
AWA
1020
Arkadios Wealth Advisors
Georgia
$1.05M +$193K +703 +22%
PEA
1021
Park Edge Advisors
Ohio
$1.05M +$4.39K +16 +0.4%
HH
1022
Hilltop Holdings
Texas
$1.04M +$172K +628 +19%
JSW
1023
Journey Strategic Wealth
New Jersey
$1.04M +$487K +1,776 +84%
EFS
1024
Essex Financial Services
Connecticut
$1.04M +$61.1K +223 +6%
GRP
1025
Global Retirement Partners
California
$1.04M +$1.07M +3,894 New
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