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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1401
True Wealth Design
Ohio
$39.7K – – –
CH
1402
Canton Hathaway
Rhode Island
$39K – – –
NMM
1403
Naples Money Management
Florida
$38.8K -$2.7M -12,900 -99%
BAM
1404
Byrne Asset Management
New Jersey
$38K -$37.7K -180 Closed
PMFA
1405
Plante Moran Financial Advisors
Michigan
$38K – – –
RA
1406
RiverPark Advisors
New York
$38K – – –
KB
1407
Kimelman & Baird
New York
$36.4K +$36.6K +175 New
RFA
1408
Register Financial Advisors
Georgia
$34.9K – – –
HNB
1409
Hilltop National Bank
Wyoming
$34.3K +$19.3K +92 +126%
DF
1410
DecisionPoint Financial
Arizona
$34.3K -$4.4K -21 -12%
TAM
1411
Tucker Asset Management
Colorado
$33.9K – – –
JWA
1412
JFS Wealth Advisors
Pennsylvania
$33.4K -$628 -3 -2%
NBT
1413
Northwest Bank & Trust
Iowa
$32.4K – – –
MAM
1414
Meeder Asset Management
Ohio
$31.8K +$628 +3 +2%
PPA
1415
Painted Porch Advisors
California
$31.6K +$31.8K +152 New
GG
1416
Gleason Group
Kentucky
$31.4K – – –
MHR
1417
Matthew Hamilton Rosenberg
$30K +$9.63K +46 +47%
MSWM
1418
Mowery & Schoenfeld Wealth Management
Illinois
$28.5K – – –
NC
1419
NewSquare Capital
Pennsylvania
$28K -$816K -3,900 -97%
APC
1420
Aspire Private Capital
North Carolina
$26.8K – – –
SC
1421
SouthState Corp
Florida
$26K – – –
RA
1422
Ransom Advisory
Rhode Island
$26K +$26.2K +125 New
LSA
1423
Leonteq Securities AG
Switzerland
$25.8K +$25.3K +121 +4,033%
WWP
1424
WR Wealth Planners
Missouri
$25.5K +$14K +67 +120%
FFA
1425
First Foundation Advisors
California
$25.3K -$26.8K -128 -51%
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57
58 59