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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
1151
Brown Miller Wealth Management
Virginia
$567K -$4.19K -17 -0.7%
MC
1152
Moors & Cabot
Massachusetts
$559K -$262K -1,061 -32%
VA
1153
VestGen Advisors
Illinois
$555K -$833K -3,380 -60%
UHC
1154
Union Heritage Capital
Michigan
$553K – – –
JCM
1155
Jacobi Capital Management
Pennsylvania
$553K +$12.3K +50 +2%
SWM
1156
Stockman Wealth Management
Montana
$552K +$986 +4 +0.2%
AIC
1157
Archer Investment Corporation
Indiana
$544K – – –
SWM
1158
Selective Wealth Management
Virginia
$538K +$11.1K +45 +2%
MAWA
1159
Moss Adams Wealth Advisors
Washington
$537K -$13.3K -54 -2%
JSW
1160
Journey Strategic Wealth
New Jersey
$536K -$427K -1,731 -44%
KAS
1161
KPP Advisory Services
Kentucky
$531K -$1.23K -5 -0.2%
CWM
1162
Calamos Wealth Management
Illinois
$530K +$529K +2,147 New
CP
1163
Castleview Partners
Texas
$529K +$142K +577 +37%
KWM
1164
Kingsview Wealth Management
Oregon
$526K -$14.3K -58 -3%
SHFP
1165
Second Half Financial Partners
Florida
$519K +$53.2K +216 +11%
CM
1166
Capula Management
Cayman Islands
$518K +$471K +1,911 +1,027%
JCM
1167
J2 Capital Management
Michigan
$514K +$77.4K +314 +18%
MNBTD
1168
Moody National Bank Trust Division
Texas
$513K +$42.6K +173 +9%
SSC
1169
Syverson Strege & Co
Iowa
$513K -$48.1K -195 -9%
SW
1170
Simplicity Wealth
New Jersey
$512K -$682K -2,768 -57%
PM
1171
Pembroke Management
Quebec, Canada
$511K +$118K +480 +30%
ST
1172
Spinnaker Trust
Maine
$511K – – –
PWS
1173
Precision Wealth Strategies
Missouri
$510K -$35.3K -143 -6%
MA
1174
MCF Advisors
Kentucky
$510K +$3.94K +16 +0.8%
GPW
1175
Gentry Private Wealth
Kansas
$507K +$17.3K +70 +4%
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47
48 49