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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1901
Twin Peaks Wealth Advisors
California
– -$110K -555 Closed
CCAM
1902
Cascades Capital Asset Management
North Carolina
– -$103K -519 Closed
TWM
1903
TopTier Wealth Management
Wisconsin
– -$95.4K -481 Closed
GSEP
1904
Golden State Equity Partners
California
– -$71K -358 Closed
BC
1905
Bayforest Capital
United Kingdom
– -$55.3K -279 Closed
GAA
1906
Global Assets Advisory
Florida
– -$54.5K -275 Closed
VT
1907
Volterra Technologies
New York
– -$49K -243 Closed
OA
1908
Operose Advisors
Wisconsin
– -$45.6K -230 Closed
TGY2IT
1909
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$41K -207 Closed
BFM
1910
Brooklands Fund Management
United Kingdom
– -$38.6K -202 Closed
TFA
1911
Toth Financial Advisory
Virginia
– -$35.9K -181 Closed
CM
1912
Capula Management
Cayman Islands
– -$35.7K -180 Closed
DWP
1913
Destiny Wealth Partners
Florida
– -$29.5K -149 Closed
GWSA
1914
Global Wealth Strategies & Associates
Colorado
– -$28.5K -144 Closed
KFG
1915
Kingdom Financial Group
Arizona
– -$24.8K -125 Closed
LAS
1916
Lloyd Advisory Services
Georgia
– -$24.8K -125 Closed
EA
1917
Evergreen Advisors
Tennessee
– -$23.8K -120 Closed
RTC
1918
Riverview Trust Company
Washington
– -$21.6K -109 Closed
DI
1919
DAGCO Inc
Ohio
– -$21K -106 Closed
BCM
1920
Berbice Capital Management
New York
– -$19.8K -100 Closed
EC
1921
Elequin Capital
New York
– -$18.2K -92 Closed
SIS
1922
Sound Income Strategies
Florida
– -$17.4K -90 Closed
IAAG
1923
Innovative Asset Advisors Group
Connecticut
– -$16.9K -85 Closed
PIS
1924
POM Investment Strategies
North Carolina
– -$12.7K -64 Closed
CFG
1925
Clayton Financial Group
Missouri
– -$12.1K -61 Closed
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