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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
726
Encompass Wealth Advisors
Oregon
$361K -$1.57M -16,500 -80%
MAM
727
Meeder Asset Management
Ohio
$360K -$7.54M -79,072 -95%
PAM
728
Peak Asset Management
Colorado
$358K -$9.82K -103 -3%
RIG
729
Renaissance Investment Group
Massachusetts
$357K – – –
IAA
730
Independent Advisor Alliance
North Carolina
$357K +$41K +430 +12%
LWAM
731
Legacy Wealth Asset Management
Minnesota
$355K -$5.24K -55 -1%
PFS
732
Prospera Financial Services
Texas
$354K +$36.4K +382 +11%
FNBOSM
733
First National Bank of South Miami
Florida
$352K +$30.3K +318 +9%
CP
734
Covenant Partners
Tennessee
$351K – – –
BCA
735
Berman Capital Advisors
Georgia
$347K +$7.34K +77 +2%
TCM
736
Tran Capital Management
California
$344K -$21.9M -229,955 -98%
WSFS
737
Wilmington Savings Fund Society
Delaware
$343K -$2K -21 -0.5%
KPW
738
Kore Private Wealth
New York
$342K +$55.8K +585 +18%
CCG
739
Cypress Capital Group
Florida
$342K +$109K +1,143 +43%
HI
740
Horizon Investments
North Carolina
$341K +$19.5K +205 +6%
HH
741
Hilltop Holdings
Texas
$341K +$360K +3,774 New
B
742
Bellecapital
Switzerland
$338K – – –
AAS
743
Avantax Advisory Services
Texas
$337K +$22.2K +233 +7%
BFS
744
Bradley Foster & Sargent
Connecticut
$336K -$94.9K -996 -21%
JIP
745
Jaffetilchin Investment Partners
Florida
$334K -$3.91K -41 -1%
BPA
746
Beacon Pointe Advisors
California
$330K -$319K -3,344 -48%
SIG
747
Sky Investment Group
Connecticut
$329K -$26.2K -275 -7%
WANY
748
Wealthspire Advisors (New York)
New York
$329K +$346K +3,635 New
DWM
749
Defined Wealth Management
Oregon
$326K – – –
C
750
Certuity
Florida
$325K +$2.48K +26 +0.7%
28 29
30
31 32