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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
651
Gemmer Asset Management
California
$32K – – –
BFC
652
Bedel Financial Consulting
Indiana
$31K +$29.1K +509 New
CFA
653
Carroll Financial Associates
North Carolina
$30K – – –
MA
654
MCF Advisors
Kentucky
$30K – – –
AIL
655
AGF Investments LLC
Ontario, Canada
$30K +$7.99K +140 +39%
GWS
656
Glassman Wealth Services
Virginia
$25K – – –
CCM
657
Cribstone Capital Management
Maine
$25K +$12.8K +225 +119%
VCM
658
Versant Capital Management
Arizona
$22K -$343 -6 -2%
GT
659
Greenleaf Trust
Michigan
$21K -$40.4K -707 -67%
MCWS
660
McKinley Carter Wealth Services
West Virginia
$21K +$19.4K +340 New
TL
661
TrueWealth LLC
Georgia
$20K -$15.4K -270 -46%
RCAG
662
Rehmann Capital Advisory Group
Michigan
$20K +$18.5K +324 New
JA
663
JOYN Advisors
Georgia
$20K +$18.6K +325 New
ADL
664
Asset Dedication LLC
California
$19K – – –
RA
665
Rational Advisors
New York
$19K +$18.2K +319 New
DSI
666
Daiwa SB Investments
Japan
$19K +$18.3K +320 New
MIM
667
Monashee Investment Management
Massachusetts
$19K +$1.43M +25,000 New
WIM
668
Westside Investment Management
California
$18.9K +$18K +316 New
CAL
669
Capital Advisors Ltd
Ohio
$17K -$4.91K -86 -24%
WTB
670
Washington Trust Bank
Washington
$17K – – –
TFO
671
Tarbox Family Office
California
$16K – – –
FMII
672
Farmers & Merchants Investments Inc
Nebraska
$15K -$9.71K -170 -42%
PCA
673
Providence Capital Advisors
North Carolina
$15K – – –
PCP
674
Proficio Capital Partners
Massachusetts
$15K +$4.68K +82 +49%
LWA
675
Lenox Wealth Advisors
New York
$15K +$11K +192 +315%
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