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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
801
Archer Investment Corporation
Indiana
$445K – – –
CP
802
Covenant Partners
Tennessee
$441K – – –
JRFS
803
James Reed Financial Services
Ohio
$438K – – –
PAM
804
Peak Asset Management
Colorado
$432K – – –
B
805
Bellecapital
Switzerland
$427K +$12K +100 +3%
CL
806
Choreo LLC
Illinois
$421K -$2.29K -19 -0.5%
DWM
807
Defined Wealth Management
Oregon
$420K – – –
IAA
808
Independent Advisor Alliance
North Carolina
$416K -$2.89K -24 -0.7%
ALAM
809
Asahi Life Asset Management
Japan
$414K +$246K +2,045 +135%
TPCW
810
TD Private Client Wealth
New York
$414K +$96.2K +799 +29%
KBFS
811
Kohmann Bosshard Financial Services
Ohio
$407K – – –
PSC
812
Prentiss Smith & Co
Vermont
$398K – – –
BTWM
813
Baker Tilly Wealth Management
Wisconsin
$391K +$8.43K +70 +2%
KA
814
Kovack Advisors
Florida
$386K +$3.01K +25 +0.8%
OPS
815
Orion Portfolio Solutions
Nebraska
$386K +$99.3K +825 +33%
FWIA
816
Fort Washington Investment Advisors
Ohio
$384K -$486K -4,039 -55%
IA
817
IFG Advisory
Georgia
$384K -$21.7K -180 -5%
CFFP
818
Center for Financial Planning
Michigan
$382K +$3.25K +27 +0.8%
ECM
819
Evergreen Capital Management
Washington
$382K +$48.5K +403 +14%
FLPIM
820
F.L. Putnam Investment Management
Massachusetts
$380K +$16.7K +139 +4%
WCWM
821
Willow Creek Wealth Management
California
$379K – – –
AFAS
822
Acorn Financial Advisory Services
Virginia
$377K – – –
PCS
823
Personal CFO Solutions
New Jersey
$376K +$3.97K +33 +1%
SIG
824
Sky Investment Group
Connecticut
$374K – – –
CFGS
825
Concourse Financial Group Securities
Alabama
$374K +$24.4K +203 +7%
31 32
33
34 35