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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1001
AlTi Global
New York
$804K -$4.75M -21,021 -86%
ONB
1002
Old National Bancorp
Indiana
$803K +$131K +579 +20%
CP
1003
Castleview Partners
Texas
$800K +$310K +1,371 +64%
RP
1004
Riverwater Partners
Wisconsin
$796K -$24.6K -109 -3%
OCM
1005
Orleans Capital Management
Louisiana
$791K -$577K -2,555 -42%
BC
1006
Burney Company
Virginia
$791K -$2.03K -9 -0.3%
GSEP
1007
Golden State Equity Partners
California
$789K -$425K -1,881 -35%
DEM
1008
Disciplined Equity Management
Florida
$786K -$15.8K -70 -2%
BAM
1009
Belpointe Asset Management
Nevada
$785K -$49.9K -221 -6%
KBFS
1010
Kohmann Bosshard Financial Services
Ohio
$784K +$9.71K +43 +1%
PCA
1011
Pallas Capital Advisors
Massachusetts
$784K -$7.68K -34 -1%
JRFS
1012
James Reed Financial Services
Ohio
$783K +$452 +2 +0.1%
IAN
1013
Integrated Advisors Network
Texas
$781K -$42.9K -190 -5%
BRWA
1014
B. Riley Wealth Advisors
Florida
$779K -$292K -1,291 -27%
EGM
1015
Engineers Gate Manager
New York
$776K -$7.48M -33,112 -91%
LS
1016
Livforsakringsbolaget Skandia
Sweden
$770K -$135K -600 -15%
RZH
1017
Relyea Zuckerberg Hanson
Connecticut
$768K +$2.48K +11 +0.3%
WSFS
1018
Wilmington Savings Fund Society
Delaware
$760K +$1.35K +6 +0.2%
TCM
1019
Twin Capital Management
Pennsylvania
$757K +$5.19K +23 +0.7%
SF
1020
Summit Financial
New Jersey
$756K -$670K -2,969 -47%
WIC
1021
Woodmont Investment Counsel
Tennessee
$750K -$40.4K -179 -5%
EI
1022
Ellevest Inc
New York
$748K +$32.1K +142 +5%
JWCA
1023
J.W. Cole Advisors
Florida
$748K +$9.26K +41 +1%
SCM
1024
SCS Capital Management
Massachusetts
$745K -$12.6K -56 -2%
HWM
1025
Hohimer Wealth Management
Washington
$744K -$122K -541 -14%
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