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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
1476
GW Henssler & Associates
Georgia
$220K +$203K +1,009 New
CNC
1477
Citizens & Northern Corp
Pennsylvania
$220K +$203K +1,009 New
LSPW
1478
Lake Street Private Wealth
Illinois
$220K +$203K +1,007 New
PAM
1479
Paradigm Asset Management
New York
$218K -$766K -3,800 -79%
PBC
1480
Pavion Blue Capital
California
$218K +$202K +1,000 New
RC
1481
RBF Capital
California
$218K +$202K +1,000 New
UWM
1482
Urban Wealth Management
California
$218K -$43.1K -214 -18%
KCM
1483
Kanawha Capital Management
Virginia
$218K +$201K +996 New
CFP
1484
Cascade Financial Partners
California
$217K +$201K +995 New
JCM
1485
Jacobsen Capital Management
Utah
$217K -$21.4K -106 -10%
CWM
1486
Chesapeake Wealth Management
Virginia
$216K -$11.5K -57 -5%
AHL
1487
Abel Hall LLC
Louisiana
$216K -$22K -109 -10%
HPC
1488
HM Payson & Co
Maine
$216K -$69.7K -346 -26%
SWM
1489
Seed Wealth Management
Illinois
$216K -$57.4K -285 -22%
SFG
1490
Sovereign Financial Group
Connecticut
$215K +$198K +983 New
MCWA
1491
Meadow Creek Wealth Advisors
Georgia
$214K +$197K +978 New
TPW
1492
Talon Private Wealth
Florida
$213K +$197K +977 New
SSCA
1493
South Shore Capital Advisors
Massachusetts
$212K +$195K +970 New
OC
1494
Oakworth Capital
Alabama
$211K – – –
IA
1495
Inspire Advisors
Idaho
$211K +$194K +963 New
NB
1496
NBH Bank
Colorado
$210K +$194K +963 New
BFIM
1497
Beese Fulmer Investment Management
Ohio
$210K -$101K -502 -34%
SP
1498
Stonebrook Private
Michigan
$210K +$194K +961 New
TF
1499
Trek Financial
Arizona
$210K +$194K +961 New
USWIA
1500
UP Strategic Wealth Investment Advisors
Pennsylvania
$209K +$198K +983 New
58 59
60
61 62