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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
451
Creative Planning
Kansas
$674K +$200K +3,873 +48%
Janney Montgomery Scott
452
Janney Montgomery Scott
Pennsylvania
$671K -$20.7K -400 -3%
AP
453
Advisor Partners
California
$661K +$11.3K +218 +2%
BOC
454
Barbara Oil Co
Illinois
$653K
IIM
455
Ironwood Investment Management
Massachusetts
$650K -$2.85K -55 -0.5%
FTC
456
Farmers Trust Company
Ohio
$637K -$3.1K -60 -0.5%
FAAS
457
First Allied Advisory Services
California
$624K +$570K +11,024 New
RCA
458
Rowland Carmichael Advisors
Arizona
$623K
GP
459
GLG Partners
United Kingdom
$620K +$570K +11,010 New
GFPC
460
Global Financial Private Capital
Florida
$616K +$566K +10,942 New
NIT
461
NumerixS Investment Technologies
British Columbia, Canada
$606K +$417K +8,058 +298%
BSW
462
Buckingham Strategic Wealth
Missouri
$601K +$68.8K +1,329 +14%
JIC
463
Johnson Investment Counsel
Ohio
$599K +$62.1K +1,200 +13%
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$593K
BAM
465
Barrett Asset Management
New York
$589K -$2.59K -50 -0.5%
OAM
466
Occidental Asset Management
California
$578K +$4.71K +91 +0.9%
SIC
467
Sigma Investment Counselors
Michigan
$571K +$155 +3 +0%
P
468
Pitcairn
Pennsylvania
$566K +$15.8K +305 +3%
ZAM
469
Zevin Asset Management
Massachusetts
$564K
EP
470
Edgestream Partners
New Jersey
$561K -$26.2K -506 -5%
SL
471
Signition LP
New York
$542K +$498K +9,628 New
FIM
472
Freedom Investment Management
Connecticut
$542K +$498K +9,629 New
AF
473
Advisornet Financial
Minnesota
$532K +$489K +9,454 New
AWM
474
Avior Wealth Management
Nebraska
$530K +$487K +9,411 New
6M
475
6 Meridian
Kansas
$527K +$484K +9,361 New