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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1701
NBT Bank
New York
$6.34K +$6.61K +32 New
FMTCOCP
1702
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
WWM
1703
Wolff Wiese Magana
California
$5.95K -$1.03K -5 -14%
IUHSA
1704
Itau Unibanco Holding S.A.
Brazil
$5.95K -$24.8K -120 -80%
KCM
1705
Key Capital Management
Tennessee
$5.95K +$619 +3 +11%
BH
1706
Burk Holdings
Oklahoma
$5.95K +$6.19K +30 New
VWM
1707
Vermillion Wealth Management
Minnesota
$5.95K +$6.19K +30 New
SRCM
1708
Signature Resources Capital Management
California
$5.75K +$1.24K +6 +26%
ACA
1709
American Capital Advisory
Idaho
$5.75K +$3.3K +16 +123%
FGAM
1710
Financial Gravity Asset Management
Texas
$5.15K – – –
PS
1711
Pinney & Scofield
Massachusetts
$5.15K – – –
RWS
1712
Retirement Wealth Solutions
Wisconsin
$5.01K +$2.27K +11 +79%
EWM
1713
Evolution Wealth Management
Florida
$4.56K -$204K -989 -98%
PUI
1714
Purpose Unlimited Inc
$4.56K +$4.75K +23 New
SFG
1715
Strive Financial Group
Indiana
$4K – – –
LWMI
1716
Legacy Wealth Management (Idaho)
Idaho
$3.96K -$7.64K -37 -65%
W
1717
WealthCollab
Washington
$3.96K -$619 -3 -13%
PS
1718
PayPay Securities
Japan
$3.87K -$1.86K -9 -32%
WA
1719
WestEnd Advisors
North Carolina
$3.77K – – –
CIAS
1720
CBIZ Investment Advisory Services
Ohio
$3.57K -$20.4K -99 -85%
RWM
1721
RMG Wealth Management
Wisconsin
$3.54K – – –
BHWM
1722
Beaird Harris Wealth Management
Texas
$3.42K – – –
IW
1723
Imprint Wealth
South Carolina
$3.37K -$8.88K -43 -72%
LWM
1724
Lodestone Wealth Management
Washington
$3.37K – – –
LC
1725
Lavaca Capital
Texas
$3.37K +$3.51K +17 New
67 68
69
70 71