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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1726
Beaird Harris Wealth Management
Texas
$3.42K – – –
IW
1727
Imprint Wealth
South Carolina
$3.37K -$8.88K -43 -72%
LWM
1728
Lodestone Wealth Management
Washington
$3.37K – – –
LC
1729
Lavaca Capital
Texas
$3.37K +$3.51K +17 New
1CP
1730
1015 Capital Partners
Pennsylvania
$3.17K -$14.4K -70 -81%
NL
1731
NVWM LLC
Pennsylvania
$3.17K -$413 -2 -11%
FUBT
1732
First United Bank & Trust
Maryland
$3.17K – – –
MAS
1733
MPWM Advisory Solutions
Georgia
$3.17K – – –
CPL
1734
Capital & Planning LLC
Georgia
$3.17K +$3.3K +16 New
PWA
1735
Portus Wealth Advisors
North Carolina
$3.17K +$3.3K +16 New
CT
1736
Caldwell Trust
Florida
$2.97K +$3.1K +15 New
UFPG
1737
United Financial Planning Group
New York
$2.97K +$3.1K +15 New
QWM
1738
Quaker Wealth Management
New Jersey
$2.78K +$413 +2 +17%
BIM
1739
Breakwater Investment Management
Washington
$2.38K +$826 +4 +50%
SVCP
1740
Silicon Valley Capital Partners
California
$2.38K +$2.48K +12 New
BA
1741
Bard Associates
Illinois
$2.21K -$22.5K -109 -91%
BC
1742
Barrett & Company
Rhode Island
$2.18K – – –
SWIM
1743
Smallwood Wealth Investment Management
New Jersey
$2.18K – – –
CMP
1744
Coston McIsaac & Partners
Maine
$2K – – –
FNWA
1745
Financial Network Wealth Advisors
Utah
$1.99K -$1.24K -6 -38%
GIM
1746
Gold Investment Management
Alberta, Canada
$1.98K – – –
IRC
1747
Investors Research Corp
Georgia
$1.98K +$2.06K +10 New
BLC
1748
Brown, Lisle/Cummings
Rhode Island
$1.78K +$619 +3 +50%
SN
1749
Sittner & Nelson
Oregon
$1.59K – – –
IWS
1750
Intentional Wealth Strategies
Colorado
$1.59K +$1.65K +8 New
68 69
70
71 72