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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1051
Manchester Capital Management
Vermont
$691K +$71.8K +318 +12%
SIG
1052
Sargent Investment Group
Maryland
$689K +$683K +3,024 New
HSA
1053
HBK Sorce Advisory
Pennsylvania
$689K -$106K -468 -12%
WG
1054
Wellington Group
Indiana
$688K +$682K +3,021 New
NS
1055
NBC Securities
Alabama
$687K +$153K +678 +29%
CF
1056
Convergence Financial
Missouri
$684K +$679K +3,005 New
SC
1057
Sapient Capital
Indiana
$679K +$667K +2,952 New
WAM
1058
Wakefield Asset Management
Colorado
$676K -$361K -1,600 -35%
PAM
1059
Peak Asset Management
Colorado
$675K – – –
RDWM
1060
Red Door Wealth Management
Tennessee
$674K +$677 +3 +0.1%
LAM
1061
L2 Asset Management
Massachusetts
$673K +$43.4K +192 +7%
BWG
1062
Balanced Wealth Group
Ohio
$673K -$31.6K -140 -5%
ZBNA
1063
Zions Bancorporation, National Association
Utah
$669K +$593K +2,626 +847%
KA
1064
Klingman & Associates
New York
$667K +$10.8K +48 +2%
BPAMU
1065
BTG Pactual Asset Management US
New York
$666K +$660K +2,923 New
RCG
1066
Ridge Creek Global
Ohio
$659K +$654K +2,895 New
SFS
1067
Sowell Financial Services
Arkansas
$656K -$15.6K -69 -2%
NFA
1068
Northern Financial Advisors
Michigan
$654K -$431K -1,907 -40%
SW
1069
Simplicity Wealth
New Jersey
$653K +$179K +794 +38%
PWP
1070
Perfromance Wealth Partners
Illinois
$653K -$4.29K -19 -0.7%
FB
1071
Fulton Bank
Pennsylvania
$650K -$5.65K -25 -0.9%
LCWP
1072
Legacy Capital Wealth Partners
Arkansas
$646K +$72.5K +321 +13%
LWM
1073
Lakeridge Wealth Management
Ohio
$646K -$4.07K -18 -0.6%
FMI
1074
Frec Markets Inc
California
$640K +$635K +2,812 New
CCA
1075
Coign Capital Advisors
Utah
$638K +$21.2K +94 +3%
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