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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
801
Kohmann Bosshard Financial Services
Ohio
$477K -$7.64K -57 -2%
LSA
802
Lion Street Advisors
Texas
$474K +$321K +2,395 +92%
BFS
803
Bradley Foster & Sargent
Connecticut
$468K -$6.03K -45 -1%
VFA
804
Voya Financial Advisors
Connecticut
$468K +$250K +1,864 +111%
QI
805
Qtron Investments
Massachusetts
$466K – – –
CFG
806
Cooper Financial Group
California
$463K +$62.7K +468 +15%
BCM
807
BlueMar Capital Management
Florida
$463K -$32.2K -240 -6%
MFG
808
Merit Financial Group
Georgia
$462K +$11.8K +88 +3%
PAM
809
Peak Asset Management
Colorado
$461K – – –
IAA
810
Independent Advisor Alliance
North Carolina
$461K -$32.3K -241 -6%
NAS
811
Nicolet Advisory Services
Wisconsin
$458K +$164K +1,227 +54%
PCG
812
Prosperity Consulting Group
Maryland
$455K -$12.5K -93 -3%
SWM
813
Seed Wealth Management
Illinois
$455K – – –
AWM
814
Axxcess Wealth Management
California
$454K +$460K +3,431 New
PSC
815
Prentiss Smith & Co
Vermont
$454K – – –
MG
816
Mather Group
Illinois
$452K -$697K -5,197 -60%
GRP
817
Global Retirement Partners
California
$452K -$6.03K -45 -1%
NB
818
Northwest Bancshares
Pennsylvania
$446K – – –
HSA
819
HBK Sorce Advisory
Pennsylvania
$444K +$162K +1,210 +56%
NC
820
NewSquare Capital
Pennsylvania
$439K +$20.1K +150 +5%
MA
821
Mutual Advisors
Nebraska
$437K +$15K +112 +4%
WS
822
Wedbush Securities
California
$437K +$54.4K +406 +14%
IAIM
823
International Assets Investment Management
Florida
$436K +$87.7K +654 +25%
IWM
824
IHT Wealth Management
Illinois
$434K +$82.2K +613 +23%
SC
825
Scotia Capital
Ontario, Canada
$433K +$24.5K +183 +6%
31 32
33
34 35