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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
751
Prospera Financial Services
Texas
$347K +$349K +3,528 New
GIA
752
Gateway Investment Advisers
Ohio
$346K -$18.9K -191 -5%
IAA
753
Independent Advisor Alliance
North Carolina
$346K +$349K +3,524 New
KBFS
754
Kohmann Bosshard Financial Services
Ohio
$344K – – –
HB
755
Homrich & Berg
Georgia
$340K +$791 +8 +0.2%
CCM
756
Coldstream Capital Management
Washington
$340K +$11.2K +113 +3%
AAS
757
Avantax Advisory Services
Texas
$338K +$32.8K +332 +11%
PSC
758
Prentiss Smith & Co
Vermont
$337K – – –
RWM
759
Ritholtz Wealth Management
New York
$334K +$26.8K +271 +9%
MWM
760
Meridian Wealth Management
Kentucky
$331K -$198K -2,000 -37%
CG
761
Cutler Group
California
$331K +$334K +3,375 New
SPC
762
Sigma Planning Corp
Michigan
$328K -$310K -3,129 -48%
CG
763
Caprock Group
Idaho
$325K +$32.2K +326 +11%
KA
764
Kovack Advisors
Florida
$324K -$1.48K -15 -0.5%
WCWM
765
Willow Creek Wealth Management
California
$321K – – –
EF
766
Empowered Funds
Pennsylvania
$321K +$323K +3,264 New
CFFP
767
Center for Financial Planning
Michigan
$320K – – –
SFG
768
SevenBridge Financial Group
Pennsylvania
$314K -$2.47K -25 -0.8%
DACG
769
Donor Advised Charitable Giving
California
$314K – – –
KPW
770
Kore Private Wealth
New York
$314K +$317K +3,200 New
PIM
771
Perpetual Investment Management
Australia
$314K +$317K +3,200 New
CC
772
Claybrook Capital
Massachusetts
$314K +$317K +3,201 New
CC
773
Centiva Capital
New York
$313K +$315K +3,187 New
AIC
774
Ameritas Investment Company
Nebraska
$312K -$1.13M -11,453 -98%
QCM
775
Quest Capital Management
Texas
$312K +$80.9K +818 +35%
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