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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1601
JPL Wealth Management
Colorado
$77.3K +$77.2K +313 New
CA
1602
Centerpoint Advisors
Massachusetts
$77K – – –
WA
1603
WPG Advisers
Maryland
$76.8K +$493 +2 +0.6%
ZBNA
1604
Zions Bancorporation, National Association
Utah
$76.6K -$119K -481 -61%
FRA
1605
Front Row Advisors
California
$75.8K – – –
SGK
1606
Steigerwald Gordon & Koch
Virginia
$75.3K +$75.2K +305 New
CBT
1607
Crews Bank & Trust
Florida
$74.8K – – –
BFPW
1608
BOK Financial Private Wealth
Colorado
$74.1K – – –
GEA
1609
Glen Eagle Advisors
New Jersey
$69.6K – – –
TWD
1610
True Wealth Design
Ohio
$68.8K +$11.8K +48 +21%
CWP
1611
Clark Wealth Partners
Illinois
$68.1K -$5.18K -21 -7%
VC
1612
Vestor Capital
Illinois
$65K -$145K -587 -69%
WIM
1613
Westside Investment Management
California
$64.1K +$32K +130 +100%
WA
1614
Westfuller Advisors
New York
$62.7K +$62.6K +254 New
RS
1615
Rakuten Securities
Japan
$62.2K – – –
OP
1616
ORG Partners
Indiana
$61K -$9.37K -38 -13%
PWA
1617
Physician Wealth Advisors
Utah
$60.8K -$1.23K -5 -2%
PMFA
1618
Plante Moran Financial Advisors
Michigan
$59.3K -$24.9K -101 -30%
BWAM
1619
Boyd Watterson Asset Management
Ohio
$57.8K – – –
CAM
1620
Creekmur Asset Management
Illinois
$57.4K – – –
CTA
1621
Colonial Trust Advisors
South Carolina
$57.3K +$6.16K +25 +12%
TFM
1622
TFC Financial Management
Massachusetts
$56.6K – – –
PWAM
1623
Private Wealth Asset Management
Iowa
$54.1K -$35.7K -145 -40%
RF
1624
Roxbury Financial
New Jersey
$52.9K – – –
QWM
1625
Quaker Wealth Management
New Jersey
$52.1K -$49.6K -201 -49%
63 64
65
66 67