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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
776
NWAM LLC
Washington
$416K +$38.4K +339 +10%
QCM
777
Quantinno Capital Management
New York
$408K +$398K +3,508 New
FNBOSM
778
First National Bank of South Miami
Florida
$407K -$54.7K -482 -12%
KBFS
779
Kohmann Bosshard Financial Services
Ohio
$407K – – –
IA
780
IFG Advisory
Georgia
$405K +$129K +1,141 +49%
PSC
781
Prentiss Smith & Co
Vermont
$399K – – –
YC
782
Yarbrough Capital
Tennessee
$392K -$79.7K -703 -17%
LOAMS
783
Lombard Odier Asset Management (Switzerland)
Switzerland
$387K +$377K +3,328 New
KA
784
Kovack Advisors
Florida
$383K +$113 +1 +0%
BTWM
785
Baker Tilly Wealth Management
Wisconsin
$383K +$45.5K +401 +14%
WCWM
786
Willow Creek Wealth Management
California
$380K – – –
T
787
TCWP
Ohio
$380K +$11.9K +105 +3%
CFFP
788
Center for Financial Planning
Michigan
$379K – – –
LSA
789
Lion Street Advisors
Texas
$379K – – –
AFAS
790
Acorn Financial Advisory Services
Virginia
$378K +$368K +3,247 New
MA
791
MUFG Americas
New York
$377K +$5.44K +48 +2%
SIG
792
Sky Investment Group
Connecticut
$374K -$45.4K -400 -11%
PCS
793
Personal CFO Solutions
New Jersey
$373K -$10.4K -92 -3%
CWM
794
Curi Wealth Management
North Carolina
$372K +$5.67K +50 +2%
WSFS
795
Wilmington Savings Fund Society
Delaware
$371K -$35.5K -313 -9%
MC
796
Machina Capital
France
$371K +$362K +3,195 New
WIC
797
Woodmont Investment Counsel
Tennessee
$366K – – –
FLPIM
798
F.L. Putnam Investment Management
Massachusetts
$364K -$6.58K -58 -2%
IC
799
Intersect Capital
California
$361K +$72.2K +637 +26%
HAG
800
HighPoint Advisor Group
Illinois
$359K +$339K +2,988 New
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