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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
1951
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$216K -808 Closed
PGFC
1952
Peapack-Gladstone Financial Corp
New Jersey
– -$215K -804 Closed
PBO
1953
Peoples Bank (Ohio)
Ohio
– -$215K -804 Closed
MWP
1954
Madison Wealth Partners
Wisconsin
– -$213K -798 Closed
VAG
1955
VisionPoint Advisory Group
Texas
– -$212K -796 Closed
NA
1956
Nordwand Advisors
Pennsylvania
– -$212K -793 Closed
IFO
1957
Independent Family Office
New York
– -$208K -778 Closed
BFIM
1958
Beese Fulmer Investment Management
Ohio
– -$207K -776 Closed
BB
1959
Burford Brothers
Texas
– -$206K -773 Closed
ACM
1960
AlphaStar Capital Management
North Carolina
– -$203K -762 Closed
MWA
1961
Motive Wealth Advisors
Michigan
– -$203K -762 Closed
BFF
1962
Byrne Financial Freedom
Massachusetts
– -$203K -760 Closed
PTP
1963
Platform Technology Partners
New York
– -$202K -758 Closed
BWM
1964
BCS Wealth Management
Tennessee
– -$202K -757 Closed
SC
1965
Sapient Capital
Indiana
– -$201K -754 Closed
RSWA
1966
Robinson Smith Wealth Advisors
Maine
– -$201K -753 Closed
AHC
1967
Adell Harriman & Carpenter
Texas
– -$201K -752 Closed
GWM
1968
Gitterman Wealth Management
New Jersey
– -$180K -676 Closed
AWM
1969
Atticus Wealth Management
Florida
– -$147K -549 Closed
TPWA
1970
Twin Peaks Wealth Advisors
California
– -$115K -471 Closed
MPW
1971
MASECO Private Wealth
– -$105K -394 Closed
CCM
1972
Carderock Capital Management
Maryland
– -$100K -375 Closed
SO
1973
Sierra Ocean
California
– -$92.7K -347 Closed
NC
1974
NewSquare Capital
Pennsylvania
– -$65.4K -245 Closed
ITFISA
1975
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$58.7K -220 Closed
76 77 78
79
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