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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1926
Global Wealth Strategies & Associates
Colorado
– -$28.5K -144 Closed
KFG
1927
Kingdom Financial Group
Arizona
– -$24.8K -125 Closed
LAS
1928
Lloyd Advisory Services
Georgia
– -$24.8K -125 Closed
EA
1929
Evergreen Advisors
Tennessee
– -$23.8K -120 Closed
RTC
1930
Riverview Trust Company
Washington
– -$21.6K -109 Closed
DI
1931
DAGCO Inc
Ohio
– -$21K -106 Closed
BCM
1932
Berbice Capital Management
New York
– -$19.8K -100 Closed
EC
1933
Elequin Capital
New York
– -$18.2K -92 Closed
SIS
1934
Sound Income Strategies
Florida
– -$17.4K -90 Closed
IAAG
1935
Innovative Asset Advisors Group
Connecticut
– -$16.9K -85 Closed
PIS
1936
POM Investment Strategies
North Carolina
– -$12.7K -64 Closed
CFG
1937
Clayton Financial Group
Missouri
– -$12.1K -61 Closed
SA
1938
Scarborough Advisors
Maryland
– -$11.3K -57 Closed
CC
1939
Corsicana & Co
Texas
– -$14.2K -50 Closed
LAMC
1940
Longview Asset Management (California)
California
– -$9.52K -48 Closed
FPB
1941
First PREMIER Bank
South Dakota
– -$9K -46 Closed
LFA
1942
LGT Financial Advisors
Texas
– -$8.72K -44 Closed
WA
1943
Whipplewood Advisors
Colorado
– -$8.52K -43 Closed
IUHSA
1944
Itau Unibanco Holding S.A.
Brazil
– -$5.95K -30 Closed
VWM
1945
Vermillion Wealth Management
Minnesota
– -$5.95K -30 Closed
LWMI
1946
Legacy Wealth Management (Idaho)
Idaho
– -$3.96K -20 Closed
W
1947
WealthCollab
Washington
– -$3.96K -20 Closed
CPL
1948
Capital & Planning LLC
Georgia
– -$3.17K -16 Closed
PWA
1949
Portus Wealth Advisors
North Carolina
– -$3.17K -16 Closed
UFPG
1950
United Financial Planning Group
New York
– -$2.97K -15 Closed
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