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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1551
Tradewinds Capital Management
Washington
$29.2K – – –
AWM
1552
Abound Wealth Management
Tennessee
$29.1K -$232 -1 -0.9%
LB
1553
Legacy Bridge
Iowa
$28.2K – – –
VWA
1554
Valued Wealth Advisors
Utah
$27.4K +$8.14K +35 +48%
WPA
1555
West Paces Advisors
Georgia
$27.2K – – –
CHA
1556
Carmichael Hill & Associates
Maryland
$26.1K – – –
PCWA
1557
Pacific Capital Wealth Advisors
California
$26.1K – – –
MFT
1558
Moisand Fitzgerald Tamayo
Florida
$25.6K – – –
RAM
1559
Ramirez Asset Management
New York
$25.4K +$23.3K +100 New
DCM
1560
Davis Capital Management
Florida
$24.6K +$22.6K +97 New
SIS
1561
Sound Income Strategies
Florida
$24.1K +$2.56K +11 +13%
KFI
1562
Key Financial Inc
Pennsylvania
$22.6K +$5.35K +23 +35%
PWMG
1563
Private Wealth Management Group
New Jersey
$22.3K +$465 +2 +2%
AP
1564
Atwood & Palmer
Missouri
$21.8K +$2.56K +11 +15%
CPG
1565
Cornerstone Planning Group
New Jersey
$21K -$2.56K -11 -11%
HGERS
1566
Householder Group Estate & Retirement Specialist
Arizona
$21K +$2.33K +10 +13%
CIAS
1567
CBIZ Investment Advisory Services
Ohio
$20.4K – – –
CWM
1568
Cedar Wealth Management
California
$19.8K – – –
IIC
1569
Integrated Investment Consultants
Michigan
$19.6K +$3.43M +14,766 New
AEPWM
1570
Atlantic Edge Private Wealth Management
Florida
$19K – – –
CCA
1571
Catalyst Capital Advisors
New York
$19K +$17.4K +75 New
DIP
1572
DT Investment Partners
Pennsylvania
$19K +$17.4K +75 New
DP
1573
Denver PWM
Colorado
$18.5K – – –
LAM
1574
Lummis Asset Management
Texas
$18.5K – – –
CYG
1575
Clean Yield Group
Vermont
$18.3K +$3.25K +14 +24%
61 62
63
64 65