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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1726
Westside Investment Management
California
$3.11K – – –
KA
1727
Kozak & Associates
Colorado
$2.91K +$3.02K +12 New
FFA
1728
Frazier Financial Advisors
Ohio
$2.9K -$5.54K -22 -65%
FIM
1729
FWL Investment Management
Texas
$2.88K – – –
WW
1730
Winnow Wealth
Texas
$2.84K +$3.02K +12 New
BC
1731
Barrett & Company
Rhode Island
$2.64K +$2.77K +11 New
IHWM
1732
Iron Horse Wealth Management
Iowa
$2.49K – – –
GIM
1733
Gold Investment Management
Alberta, Canada
$2.4K – – –
JFG
1734
JDM Financial Group
Texas
$2.16K – – –
CIA
1735
Cape Investment Advisory
Georgia
$2.16K +$2.27K +9 New
CMP
1736
Coston McIsaac & Partners
Maine
$2K – – –
CI
1737
Clal Insurance
Israel
$2K +$2.52K +10 New
PWM
1738
Parkworth Wealth Management
California
$1.92K +$2.01K +8 New
SN
1739
Sittner & Nelson
Oregon
$1.92K +$2.01K +8 New
FWM
1740
FLP Wealth Management
Arkansas
$1.48K +$1.51K +6 New
BHWM
1741
Beaird Harris Wealth Management
Texas
$1.44K – – –
CWP
1742
Concord Wealth Partners
Virginia
$1.44K – – –
FDCP
1743
Foster Dykema Cabot & Partners
Massachusetts
$1.44K – – –
HFS
1744
Horizon Financial Services
North Carolina
$1.44K – – –
PWA
1745
Provenance Wealth Advisors
Florida
$1.44K – – –
WA
1746
WestEnd Advisors
North Carolina
$1.44K +$503 +2 +50%
BWL
1747
Bogart Wealth LLC
Virginia
$1.44K +$1.51K +6 New
CF
1748
Conquis Financial
California
$1.44K +$1.51K +6 New
BAM
1749
Bellevue Asset Management
Washington
$1.44K -$252 -1 -14%
LIS
1750
Legacy Investment Solutions
Idaho
$1.25K +$1.26K +5 New
68 69
70
71 72