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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
726
Horizon Investment Services
Indiana
$751K -$57.6K -418 -7%
OQS
727
Occudo Quantitative Strategies
Florida
$749K -$3.08M -22,337 -81%
LFA
728
Legacy Financial Advisors
Kentucky
$749K -$31.3K -227 -4%
TP
729
Tranquility Partners
Tennessee
$738K +$711K +5,157 New
SAM
730
Strategy Asset Managers
California
$734K +$708K +5,132 New
SPC
731
Sigma Planning Corp
Michigan
$733K +$12.4K +90 +2%
WA
732
WP Advisors
California
$732K -$27.7K -201 -4%
MSA
733
Marino Stram & Associates
Massachusetts
$731K -$15.3K -111 -2%
WPC
734
Wedmont Private Capital
Pennsylvania
$718K +$103K +744 +18%
EWA
735
Encompass Wealth Advisors
Oregon
$715K – – –
OP
736
Oldfield Partners
United Kingdom
$715K – – –
GFA
737
Gifford Fong Associates
California
$715K – – –
VSQM
738
V-Square Quantitative Management
Illinois
$713K +$687K +4,982 New
PFPT
739
Pinnacle Financial Partners (Tennessee)
Tennessee
$712K +$23.9K +173 +4%
OC
740
Oppenheimer & Co
New York
$711K -$556K -4,030 -45%
RIG
741
Renaissance Investment Group
Massachusetts
$710K +$140K +1,012 +26%
HFG
742
Heron Financial Group
New York
$709K +$2.48K +18 +0.4%
WA
743
Wambolt & Associates
Colorado
$708K +$301K +2,180 +81%
NFA
744
Northern Financial Advisors
Michigan
$705K -$39K -283 -5%
AT
745
Arden Trust
Delaware
$701K -$78.7K -571 -10%
NL
746
NVWM LLC
Pennsylvania
$698K +$661K +4,797 +5,780%
LA
747
LVW Advisors
New York
$693K -$234K -1,694 -26%
CI
748
Conning Inc
Connecticut
$685K -$24.1K -175 -4%
PFBT
749
Parkside Financial Bank & Trust
Missouri
$684K +$9.1K +66 +1%
TPCW
750
TD Private Client Wealth
New York
$678K +$141K +1,022 +28%
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