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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
651
Pinnacle Wealth Management Advisory Group
New Jersey
$324K – – –
ECM
652
Evergreen Capital Management
Washington
$323K +$360 +5 +0.1%
PAM
653
Peak Asset Management
Colorado
$319K – – –
IPW
654
Inlet Private Wealth
Florida
$311K – – –
FWIA
655
Fort Washington Investment Advisors
Ohio
$306K -$6.7K -93 -2%
CP
656
Covenant Partners
Tennessee
$306K – – –
LSAG
657
Lake Street Advisors Group
New Hampshire
$306K +$9.8K +136 +3%
SFG
658
SevenBridge Financial Group
Pennsylvania
$306K +$24.7K +343 +9%
TA
659
Tiedemann Advisors
New York
$303K -$563K -7,813 -65%
CAM
660
Cresset Asset Management
Illinois
$303K -$8.36K -116 -3%
SWA
661
Sutton Wealth Advisors
Florida
$302K – – –
SIG
662
Sky Investment Group
Connecticut
$300K -$3.6K -50 -1%
SSA
663
Schonfeld Strategic Advisors
New York
$299K +$297K +4,124 New
SCM
664
Shelton Capital Management
Colorado
$298K – – –
EI
665
Ethic Inc
New York
$297K +$295K +4,099 New
1WA
666
180 Wealth Advisors
Washington
$295K -$23.9K -331 -8%
QT
667
Quantamental Technologies
New York
$294K +$293K +4,060 New
HB
668
Homrich & Berg
Georgia
$292K +$62.5K +867 +27%
IWM
669
IHT Wealth Management
Illinois
$287K +$37.9K +526 +15%
RIG
670
Renaissance Investment Group
Massachusetts
$286K – – –
WAM
671
Weatherly Asset Management
California
$283K +$360 +5 +0.1%
SC
672
Searle & Co
Connecticut
$282K – – –
IC
673
IEQ Capital
California
$279K +$277K +3,845 New
WSFS
674
Wilmington Savings Fund Society
Delaware
$270K -$3.6K -50 -1%
CIAS
675
Capital Investment Advisory Services
North Carolina
$266K -$39.8K -552 -13%
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