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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
776
Independent Advisor Alliance
North Carolina
$355K -$47K -492 -12%
SFA
777
Sequoia Financial Advisors
Ohio
$354K -$123K -1,292 -27%
LA
778
Latitude Advisors
Florida
$354K +$72.1K +755 +28%
LS
779
Livforsakringsbolaget Skandia
Sweden
$352K -$267K -2,800 -45%
OC
780
Oppenheimer & Co
New York
$352K -$114K -1,197 -26%
PSC
781
Prentiss Smith & Co
Vermont
$352K
TRIA
782
Trail Ridge Investment Advisors
Colorado
$352K +$327K +3,426 New
YC
783
Yarbrough Capital
Tennessee
$346K +$322K +3,374 New
CRWM
784
Castle Rock Wealth Management
California
$343K +$1.05K +11 +0.3%
KA
785
Kovack Advisors
Florida
$338K
FLPIM
786
F.L. Putnam Investment Management
Massachusetts
$338K +$35.8K +375 +13%
PCS
787
Personal CFO Solutions
New Jersey
$336K +$313K +3,276 New
CFFP
788
Center for Financial Planning
Michigan
$335K
WCWM
789
Willow Creek Wealth Management
California
$335K
MA
790
MUFG Americas
New York
$335K +$8.3K +87 +3%
CIAS
791
Capital Investment Advisory Services
North Carolina
$332K +$668 +7 +0.2%
TCM
792
Tran Capital Management
California
$327K -$60.1K -630 -17%
Verition Fund Management
793
Verition Fund Management
Connecticut
$324K +$302K +3,160 New
WIC
794
Woodmont Investment Counsel
Tennessee
$323K
GIA
795
Gateway Investment Advisers
Ohio
$321K -$31.5K -330 -10%
HWIS
796
Hancock Whitney Investment Services
Louisiana
$320K +$299K +3,130 New
TIM
797
Tortoise Investment Management
New York
$318K +$286K +3,000 +3,000%
PWPS
798
Pinnacle Wealth Planning Services
Ohio
$316K +$41.7K +437 +17%
SFG
799
SevenBridge Financial Group
Pennsylvania
$315K -$4.2K -44 -1%
MWM
800
Meridian Wealth Management
Kentucky
$313K -$14.9K -156 -5%