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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1151
Great Valley Advisor Group
Delaware
$515K -$151K -668 -23%
KIM
1152
Kane Investment Management
California
$513K -$96K -425 -16%
NRC
1153
New Republic Capital
North Carolina
$513K +$195K +864 +62%
EW
1154
Elyxium Wealth
California
$512K +$85.4K +378 +20%
CP
1155
Clarendon Private
Massachusetts
$511K -$389K -1,721 -43%
UHC
1156
Union Heritage Capital
Michigan
$510K – – –
TVPW
1157
Third View Private Wealth
Connecticut
$509K +$505K +2,235 New
BFO
1158
Biltmore Family Office
North Carolina
$509K +$142K +631 +39%
KIA
1159
KCM Investment Advisors
California
$508K +$92.1K +408 +22%
SWM
1160
Stockman Wealth Management
Montana
$508K -$903 -4 -0.2%
WSA
1161
Wealth Science Advisors
Georgia
$508K +$504K +2,230 New
SPC
1162
Sigma Planning Corp
Michigan
$508K -$117K -519 -19%
DWM
1163
Dogwood Wealth Management
Kansas
$505K -$74.7K -331 -13%
MPWT
1164
MassMutual Private Wealth & Trust
Connecticut
$503K -$35K -155 -7%
FSCM
1165
Front Street Capital Management
Montana
$503K +$499K +2,208 New
WS
1166
Wedbush Securities
California
$502K -$92.8K -411 -16%
FCM
1167
FJ Capital Management
Virginia
$502K +$498K +2,204 New
AIC
1168
Archer Investment Corporation
Indiana
$501K – – –
LMFP
1169
Larry Mathis Financial Planning
Arizona
$500K +$496K +2,197 New
CPIG
1170
Chicago Partners Investment Group
Illinois
$498K +$44.7K +198 +9%
FG
1171
Fiduciary Group
Georgia
$497K -$60.5K -268 -11%
OCM
1172
One Capital Management
California
$493K -$60.1K -266 -11%
DWA
1173
Douglass Winthrop Advisors
New York
$489K +$192K +852 +66%
FNT
1174
First Nebraska Trust
Nebraska
$489K +$226K +1,000 +87%
EW
1175
Evoke Wealth
California
$487K +$127K +564 +36%
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