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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
1451
Verdence Capital Advisors
Maryland
$234K -$5.84K -29 -3%
AFT
1452
Alpha Family Trust
California
$234K – – –
MNBTD
1453
Moody National Bank Trust Division
Texas
$231K -$24.4K -121 -10%
PWG
1454
Portside Wealth Group
Utah
$231K +$213K +1,056 New
CT
1455
Clearstead Trust
Maine
$228K -$1.04M -5,177 -83%
W
1456
Wealthquest
Ohio
$228K +$6.25K +31 +3%
SOW
1457
State of Wyoming
Wyoming
$227K +$149K +741 +247%
XT
1458
XTX Topco
Cayman Islands
$227K +$210K +1,040 New
CT
1459
Colonial Trust
South Carolina
$227K +$39.3K +195 +23%
EFG
1460
Embree Financial Group
Illinois
$226K -$46.2K -229 -18%
BFO
1461
Boston Family Office
Massachusetts
$226K – – –
HDIM
1462
Hanson & Doremus Investment Management
Vermont
$226K – – –
OFO
1463
OneAscent Family Office
Alabama
$225K +$208K +1,030 New
EGM
1464
Engineers Gate Manager
New York
$223K -$8.5M -42,179 -98%
SL
1465
Summitry LLC
California
$223K +$206K +1,020 New
PTP
1466
Platform Technology Partners
New York
$222K -$5.64K -28 -3%
AU
1467
AlphaGrep UK
$222K -$706K -3,503 -78%
SNB
1468
Security National Bank
Nebraska
$221K -$3.23K -16 -2%
AP
1469
Americana Partners
Texas
$221K -$120K -594 -37%
GHA
1470
GW Henssler & Associates
Georgia
$220K +$203K +1,009 New
CNC
1471
Citizens & Northern Corp
Pennsylvania
$220K +$203K +1,009 New
LSPW
1472
Lake Street Private Wealth
Illinois
$220K +$203K +1,007 New
PAM
1473
Paradigm Asset Management
New York
$218K -$766K -3,800 -79%
PBC
1474
Pavion Blue Capital
California
$218K +$202K +1,000 New
RC
1475
RBF Capital
California
$218K +$202K +1,000 New
57 58
59
60 61