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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
751
Covenant Partners
Tennessee
$432K -$9.19K -85 -2%
FB
752
Fulton Bank
Pennsylvania
$431K -$259K -2,392 -39%
JRFS
753
James Reed Financial Services
Ohio
$429K – – –
AWM
754
Apollon Wealth Management
South Carolina
$428K -$487K -4,501 -55%
SPC
755
Sigma Planning Corp
Michigan
$428K +$406K +3,756 New
IAA
756
Independent Advisor Alliance
North Carolina
$426K +$29.6K +274 +8%
PAM
757
Peak Asset Management
Colorado
$424K -$4.11K -38 -1%
FIM
758
Freedom Investment Management
Connecticut
$422K -$37.1K -343 -8%
TRIA
759
Trail Ridge Investment Advisors
Colorado
$421K +$28.4K +263 +8%
B
760
Bellecapital
Switzerland
$419K – – –
FDCC
761
Foster Dykema Cabot & Co
Massachusetts
$413K -$273K -2,524 -41%
SIG
762
Sky Investment Group
Connecticut
$413K – – –
CL
763
Choreo LLC
Illinois
$412K -$212K -1,960 -35%
DWM
764
Defined Wealth Management
Oregon
$412K – – –
RIA
765
Realta Investment Advisors
Delaware
$408K +$84.3K +779 +28%
JIP
766
Jaffetilchin Investment Partners
Florida
$401K – – –
WSFS
767
Wilmington Savings Fund Society
Delaware
$400K -$7.89K -73 -2%
KBFS
768
Kohmann Bosshard Financial Services
Ohio
$399K – – –
LS
769
Livforsakringsbolaget Skandia
Sweden
$391K – – –
PSC
770
Prentiss Smith & Co
Vermont
$391K – – –
TC
771
Toews Corporation
New Jersey
$388K +$368K +3,400 New
CIAS
772
Capital Investment Advisory Services
North Carolina
$382K +$12.9K +119 +4%
FPOC
773
Financial Planners of Cleveland
Ohio
$376K -$32.4K -300 -8%
PCS
774
Personal CFO Solutions
New Jersey
$376K +$2.38K +22 +0.7%
BFPW
775
BOK Financial Private Wealth
Colorado
$376K +$82.1K +759 +30%
29 30
31
32 33