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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
726
B. Riley Wealth Advisors
Florida
$394K -$279K -3,070 -43%
KWM
727
Kingsview Wealth Management
Oregon
$391K +$371K +4,088 New
PA
728
Pinnacle Associates
New York
$384K -$13.6K -150 -4%
S
729
SignatureFD
Georgia
$384K +$20.2K +222 +6%
AWM
730
Altium Wealth Management
New York
$383K +$96.6K +1,063 +36%
QVT
731
Quantitative Value Technologies
Kansas
$381K +$361K +3,978 New
RIG
732
Renaissance Investment Group
Massachusetts
$378K – – –
SIG
733
Sky Investment Group
Connecticut
$377K – – –
CP
734
Covenant Partners
Tennessee
$376K -$38.7K -426 -10%
CWM
735
Curi Wealth Management
North Carolina
$374K – – –
BB
736
Berkshire Bank
Massachusetts
$373K – – –
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$372K +$15.8K +174 +5%
IB
738
Intrust Bank
Kansas
$371K -$4.82K -53 -1%
PAM
739
Peak Asset Management
Colorado
$366K – – –
WSFS
740
Wilmington Savings Fund Society
Delaware
$365K -$42K -462 -11%
FMLI
741
Fukoku Mutual Life Insurance
Japan
$363K -$27.3K -300 -7%
FA
742
FDx Advisors
Illinois
$362K -$29.3K -323 -8%
CAM
743
CenterStar Asset Management
Illinois
$362K – – –
IP
744
Investment Partners
Ohio
$361K +$2.27K +25 +0.7%
B
745
Bellecapital
Switzerland
$357K +$9.09K +100 +3%
JIP
746
Jaffetilchin Investment Partners
Florida
$356K +$339K +3,726 New
GIA
747
Gateway Investment Advisers
Ohio
$355K -$1.09K -12 -0.3%
PA
748
Parallel Advisors
California
$355K +$36.9K +406 +12%
OIA
749
OneDigital Investment Advisors
Kansas
$349K +$48.3K +532 +17%
DWM
750
Defined Wealth Management
Oregon
$345K – – –
28 29
30
31 32