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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1676
Rise Advisors
New York
$140K +$1.1K +4 +0.8%
MA
1677
Montag & Associates
Georgia
$137K +$10.1K +37 +8%
GSWM
1678
Golden State Wealth Management
California
$133K – – –
MCM
1679
MV Capital Management
Maryland
$132K -$2.47K -9 -2%
ECM
1680
Eisler Capital Management
United Kingdom
$132K +$18.1K +66 +15%
IUHSA
1681
Itau Unibanco Holding S.A.
Brazil
$131K -$17K -62 -11%
AAG
1682
Armstrong Advisory Group
Massachusetts
$130K – – –
PP
1683
PrairieView Partners
Minnesota
$128K – – –
CSB
1684
City State Bank
Iowa
$127K – – –
CIAM
1685
Caitong International Asset Management
Hong Kong
$118K +$121K +441 New
TPWA
1686
Twin Peaks Wealth Advisors
California
$115K +$129K +471 New
HT
1687
Headlands Technologies
Illinois
$114K +$117K +427 New
MWM
1688
Mascoma Wealth Management
New Hampshire
$113K – – –
UIA
1689
Ulland Investment Advisors
Minnesota
$113K – – –
SS
1690
Sunbelt Securities
Texas
$113K -$119K -434 -48%
QWM
1691
Quaker Wealth Management
New Jersey
$110K +$113K +412 New
FMII
1692
Farmers & Merchants Investments Inc
Nebraska
$109K – – –
SSG
1693
Summit Securities Group
New York
$105K +$108K +395 New
MPW
1694
MASECO Private Wealth
$105K +$108K +394 New
CVM
1695
Cheviot Value Management
California
$102K -$7.67K -28 -6%
VC
1696
Vestor Capital
Illinois
$102K +$158K +576 +210%
PWMG
1697
Prestige Wealth Management Group
New Jersey
$102K – – –
CCM
1698
Carderock Capital Management
Maryland
$100K +$103K +375 New
MAM
1699
Meeder Asset Management
Ohio
$99.3K +$14.3K +52 +16%
TCOT
1700
Trust Company of Toledo
Ohio
$98.5K +$101K +369 New
66 67
68
69 70