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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
1476
Urban Wealth Management
California
$218K -$43.1K -214 -18%
KCM
1477
Kanawha Capital Management
Virginia
$218K +$201K +996 New
CFP
1478
Cascade Financial Partners
California
$217K +$201K +995 New
JCM
1479
Jacobsen Capital Management
Utah
$217K -$21.4K -106 -10%
CWM
1480
Chesapeake Wealth Management
Virginia
$216K -$11.5K -57 -5%
AHL
1481
Abel Hall LLC
Louisiana
$216K -$22K -109 -10%
HPC
1482
HM Payson & Co
Maine
$216K -$69.7K -346 -26%
SWM
1483
Seed Wealth Management
Illinois
$216K -$57.4K -285 -22%
SFG
1484
Sovereign Financial Group
Connecticut
$215K +$198K +983 New
MCWA
1485
Meadow Creek Wealth Advisors
Georgia
$214K +$197K +978 New
SSCA
1486
South Shore Capital Advisors
Massachusetts
$212K +$195K +970 New
OC
1487
Oakworth Capital
Alabama
$211K – – –
IA
1488
Inspire Advisors
Idaho
$211K +$194K +963 New
NB
1489
NBH Bank
Colorado
$210K +$194K +963 New
BFIM
1490
Beese Fulmer Investment Management
Ohio
$210K -$101K -502 -34%
SP
1491
Stonebrook Private
Michigan
$210K +$194K +961 New
TF
1492
Trek Financial
Arizona
$210K +$194K +961 New
USWIA
1493
UP Strategic Wealth Investment Advisors
Pennsylvania
$209K +$198K +983 New
SFC
1494
SYM Financial Corp
Indiana
$209K -$33.1K -164 -15%
TCM
1495
Traynor Capital Management
Pennsylvania
$208K +$192K +954 New
CSPIA
1496
Cary Street Partners Investment Advisory
Virginia
$208K +$29K +144 +18%
AWS
1497
Arkfeld Wealth Strategies
Nebraska
$207K +$181K +896 New
MMPW
1498
Mitchell McLeod Pugh & Williams
Alabama
$207K +$191K +948 New
TNA
1499
True North Advisors
Texas
$207K -$24.2K -120 -11%
CTI
1500
Community Trust & Investment
Kentucky
$206K +$190K +945 New
58 59
60
61 62