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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1076
Advyzon Investment Management
Illinois
$695K +$263K +1,067 +61%
AC
1077
AlphaCore Capital
California
$690K +$10.4K +42 +2%
AW
1078
Alteri Wealth
California
$690K -$10.1K -41 -1%
DIM
1079
Delta Investment Management
California
$688K +$28.6K +116 +4%
BWP
1080
Baldwin Wealth Partners
Massachusetts
$684K -$107K -435 -14%
LAM
1081
L2 Asset Management
Massachusetts
$682K +$32.5K +132 +5%
WA
1082
Waddell & Associates
Tennessee
$682K +$127K +517 +23%
SFS
1083
Stiles Financial Services
Minnesota
$680K +$311K +1,263 +85%
FW
1084
Fairway Wealth
Ohio
$679K -$99.6K -404 -13%
SPC
1085
Sigma Planning Corp
Michigan
$679K -$607K -2,463 -47%
MA
1086
MJP Associates
Connecticut
$677K -$244K -991 -27%
PIA
1087
Pinion Investment Advisors
Kansas
$674K +$86.3K +350 +13%
MCM
1088
Manchester Capital Management
Vermont
$671K -$2.46K -10 -0.4%
CCA
1089
Coign Capital Advisors
Utah
$669K +$69K +280 +12%
HFM
1090
Harvest Fund Management
China
$668K -$2.45M -9,939 -79%
IAIM
1091
International Assets Investment Management
Florida
$667K – – –
O3W
1092
Omni 360 Wealth
New Jersey
$667K -$5.18K -21 -0.8%
KIM
1093
Kane Investment Management
California
$662K -$237K -963 -26%
CP
1094
Covenant Partners
Tennessee
$661K – – –
RB
1095
Renasant Bank
Mississippi
$661K +$40.4K +164 +7%
HBT
1096
Heartland Bank & Trust
Illinois
$661K +$2.46K +10 +0.4%
KCIC
1097
Kuhn & Co Investment Counsel
Illinois
$658K -$3.21K -13 -0.5%
MM
1098
MQS Management
New York
$658K +$260K +1,055 +66%
TWM
1099
TriaGen Wealth Management
California
$648K +$13.3K +54 +2%
WS
1100
Wedbush Securities
California
$646K -$276K -1,119 -30%
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