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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
1201
Mechanics Bank - Trust Department
California
$474K +$1.23K +5 +0.3%
QWP
1202
Quotient Wealth Partners
Texas
$474K -$4.19K -17 -0.9%
AB
1203
Atlas Brown
Kentucky
$473K +$28.4K +115 +6%
APG
1204
Abacus Planning Group
South Carolina
$471K -$22.7K -92 -5%
CPIG
1205
Chicago Partners Investment Group
Illinois
$470K +$153K +619 +39%
WCWM
1206
Willow Creek Wealth Management
California
$466K – – –
AAM
1207
Auxier Asset Management
Oregon
$465K +$464K +1,882 New
RI
1208
Ridgewood Investments
New Jersey
$463K +$187K +759 +68%
EW
1209
Elyxium Wealth
California
$462K -$28.6K -116 -6%
OFG
1210
Oxford Financial Group
Indiana
$460K +$18.7K +76 +4%
EFSCE
1211
Enterprise Financial Services Corp (EFSC)
Missouri
$459K -$46.6K -189 -9%
OWA
1212
Opal Wealth Advisors
New York
$459K +$61.4K +249 +15%
OF
1213
Optimize Financial
California
$457K +$126K +512 +38%
TW
1214
TritonPoint Wealth
Maryland
$453K +$26.1K +106 +6%
AA
1215
ALPS Advisors
Colorado
$453K +$145K +590 +47%
AWM
1216
Axxcess Wealth Management
California
$452K -$188K -762 -29%
KIA
1217
KCM Investment Advisors
California
$450K +$21.4K +87 +5%
TPI
1218
Trust Point Inc
Wisconsin
$449K -$160K -651 -26%
OC
1219
Oarsman Capital
Wisconsin
$449K -$33.8K -137 -7%
OWM
1220
OneAscent Wealth Management
Alabama
$449K -$2.46K -10 -0.5%
RWM
1221
Revisor Wealth Management
Ohio
$448K -$39.7K -161 -8%
MCA
1222
Magnolia Capital Advisors
Mississippi
$448K -$18.2K -74 -4%
KC
1223
Knuff & Co
California
$448K – – –
PWP
1224
Phillips Wealth Planners
Mississippi
$448K -$493 -2 -0.1%
SWP
1225
Strategic Wealth Partners
Ohio
$446K -$738K -2,994 -62%
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