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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1451
GTS Securities
Florida
$237K -$978K -4,853 -82%
NSIM
1452
North Star Investment Management
Illinois
$237K -$4.84K -24 -2%
KWM
1453
Keebeck Wealth Management
Illinois
$237K +$219K +1,085 New
PM
1454
Pembroke Management
Quebec, Canada
$236K – – –
WA
1455
Winter & Associates
Minnesota
$235K – – –
HA
1456
Hofer & Associates
California
$234K – – –
VCA
1457
Verdence Capital Advisors
Maryland
$234K -$5.84K -29 -3%
AFT
1458
Alpha Family Trust
California
$234K – – –
MNBTD
1459
Moody National Bank Trust Division
Texas
$231K -$24.4K -121 -10%
PWG
1460
Portside Wealth Group
Utah
$231K +$213K +1,056 New
CT
1461
Clearstead Trust
Maine
$228K -$1.04M -5,177 -83%
W
1462
Wealthquest
Ohio
$228K +$6.25K +31 +3%
SOW
1463
State of Wyoming
Wyoming
$227K +$149K +741 +247%
XT
1464
XTX Topco
Cayman Islands
$227K +$210K +1,040 New
CT
1465
Colonial Trust
South Carolina
$227K +$39.3K +195 +23%
EFG
1466
Embree Financial Group
Illinois
$226K -$46.2K -229 -18%
BFO
1467
Boston Family Office
Massachusetts
$226K – – –
HDIM
1468
Hanson & Doremus Investment Management
Vermont
$226K – – –
OFO
1469
OneAscent Family Office
Alabama
$225K +$208K +1,030 New
EGM
1470
Engineers Gate Manager
New York
$223K -$8.5M -42,179 -98%
SL
1471
Summitry LLC
California
$223K +$206K +1,020 New
PTP
1472
Platform Technology Partners
New York
$222K -$5.64K -28 -3%
AU
1473
AlphaGrep UK
$222K -$706K -3,503 -78%
SNB
1474
Security National Bank
Nebraska
$221K -$3.23K -16 -2%
AP
1475
Americana Partners
Texas
$221K -$120K -594 -37%
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