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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
676
Inlet Private Wealth
Florida
$332K – – –
IP
677
Investment Partners
Ohio
$331K – – –
CIAS
678
Capital Investment Advisory Services
North Carolina
$326K -$84.6K -1,075 -20%
CP
679
Covenant Partners
Tennessee
$326K – – –
SIG
680
Sky Investment Group
Connecticut
$324K – – –
TPWA
681
TRUE Private Wealth Advisors
Oregon
$322K -$6.53K -83 -2%
SWA
682
Sutton Wealth Advisors
Florida
$322K – – –
SCM
683
Shelton Capital Management
Colorado
$319K – – –
1WA
684
180 Wealth Advisors
Washington
$318K +$7.24K +92 +2%
LG
685
Leuthold Group
Minnesota
$317K -$16.6K -211 -5%
LSAG
686
Lake Street Advisors Group
New Hampshire
$316K +$1.65K +21 +0.5%
DCM
687
Donaldson Capital Management
Indiana
$316K +$44.1K +561 +16%
PHK
688
Point72 Hong Kong
Hong Kong
$314K -$600K -7,622 -65%
RIG
689
Renaissance Investment Group
Massachusetts
$305K – – –
PCS
690
Personal CFO Solutions
New Jersey
$303K +$309K +3,928 New
WAM
691
Weatherly Asset Management
California
$301K -$36.2K -460 -11%
SC
692
Searle & Co
Connecticut
$301K +$307K +3,900 New
SFG
693
SevenBridge Financial Group
Pennsylvania
$300K +$28.3K +360 +10%
WSFS
694
Wilmington Savings Fund Society
Delaware
$292K – – –
FTIOP
695
Fiduciary Trust International of Pennsylvania
Pennsylvania
$289K -$20.9K -266 -7%
VFA
696
Valeo Financial Advisors
Indiana
$287K +$31.5K +401 +12%
AWM
697
Avior Wealth Management
Nebraska
$283K -$2.6K -33 -0.9%
GT
698
Glenview Trust
Kentucky
$281K -$199K -2,533 -41%
WCWM
699
Willow Creek Wealth Management
California
$276K – – –
SFA
700
Sequoia Financial Advisors
Ohio
$275K -$17.4K -221 -6%
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