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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
726
Renaissance Investment Group
Massachusetts
$685K – – –
HBT
727
Heartland Bank & Trust
Illinois
$682K +$11.2K +85 +2%
PWPS
728
Pinnacle Wealth Planning Services
Ohio
$681K +$7.5K +57 +1%
WP
729
WealthSource Partners
California
$679K +$17.1K +130 +3%
WWM
730
Western Wealth Management
Colorado
$678K +$8.15K +62 +1%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$676K +$7.1K +54 +1%
NFA
732
Northern Financial Advisors
Michigan
$669K -$789 -6 -0.1%
FF
733
Fluent Financial
Texas
$668K -$1.31M -9,986 -68%
ETC
734
Exchange Traded Concepts
Oklahoma
$668K -$623K -4,737 -50%
CB
735
CNB Bank
Pennsylvania
$666K +$28.1K +214 +5%
PFPT
736
Pinnacle Financial Partners (Tennessee)
Tennessee
$662K -$17K -129 -3%
WPC
737
Wedmont Private Capital
Pennsylvania
$657K +$11.4K +87 +2%
WBC
738
Westpac Banking Corp
Australia
$655K +$63.3K +481 +11%
APW
739
Acima Private Wealth
Virginia
$652K -$6.45K -49 -1%
DWT
740
Dorsey & Whitney Trust
South Dakota
$646K +$11.4K +87 +2%
FT
741
Fiduciary Trust
Massachusetts
$643K -$45.1K -343 -7%
ECM
742
Evergreen Capital Management
Washington
$637K -$1.84K -14 -0.3%
NCGI
743
Next Century Growth Investors
Minnesota
$636K – – –
UCFA
744
United Capital Financial Advisors
Texas
$634K -$165K -1,258 -22%
V
745
ViaWealth
Kansas
$619K -$5.79K -44 -1%
KWA
746
Kingswood Wealth Advisors
California
$618K +$584K +4,439 New
GF
747
Gries Financial
Ohio
$615K +$395 +3 +0.1%
IB
748
Intrust Bank
Kansas
$606K – – –
IPW
749
Inlet Private Wealth
Florida
$605K – – –
TCG
750
Tremblant Capital Group
Florida
$600K +$140K +1,067 +33%
28 29
30
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