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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
1926
Warren Street Wealth Advisors
California
– -$206K -903 Closed
BDF
1927
Black Diamond Financial
Maryland
– -$205K -901 Closed
RW
1928
Rockport Wealth
Ohio
– -$204K -897 Closed
LT
1929
Legacy Trust
Michigan
– -$203K -893 Closed
TPWA
1930
TRUE Private Wealth Advisors
Oregon
– -$203K -892 Closed
LWP
1931
LeClair Wealth Partners
Ohio
– -$201K -884 Closed
HCWM
1932
Hidden Cove Wealth Management
Washington
– -$201K -882 Closed
BIM
1933
Baldwin Investment Management
Pennsylvania
– -$201K -881 Closed
TCM
1934
Traynor Capital Management
Pennsylvania
– -$200K -879 Closed
QL
1935
Quarry LP
New York
– -$147K -644 Closed
RAM
1936
Reflection Asset Management
South Carolina
– -$139K -612 Closed
PWM
1937
Peck Wealth Management
New York
– -$137K -600 Closed
EI
1938
eCIO Inc
Wisconsin
– -$104K -455 Closed
DT
1939
DV Trading
Illinois
– -$82.6K -400 Closed
BBPWM
1940
Blue Bell Private Wealth Management
Pennsylvania
– -$84K -369 Closed
MPW
1941
MASECO Private Wealth
– -$49.5K -217 Closed
BOTPPF
1942
Board of the Pension Protection Fund
United Kingdom
– -$45.5K -200 Closed
AIM
1943
Access Investment Management
Georgia
– -$47.2K -191 Closed
LB
1944
Legacy Bridge
Iowa
– -$38.9K -171 Closed
EBA
1945
Eagle Bay Advisors
New York
– -$38.7K -170 Closed
TAM
1946
Tucker Asset Management
Colorado
– -$37.1K -163 Closed
EPG
1947
Estate Planners Group
Pennsylvania
– -$29.5K -130 Closed
IIM
1948
IFC & Insurance Marketing
California
– -$29K -127 Closed
HHMI
1949
Howard Hughes Medical Institute
Maryland
– -$28.7K -126 Closed
RAM
1950
Ramirez Asset Management
New York
– -$22.8K -100 Closed
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