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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
801
Capital Investment Advisory Services
North Carolina
$463K -$139K -1,058 -24%
FCP
802
Fidelis Capital Partners
Florida
$454K +$132 +1 +0%
CFFP
803
Center for Financial Planning
Michigan
$454K – – –
FFA
804
First Foundation Advisors
California
$449K +$109K +829 +35%
SIG
805
Sky Investment Group
Connecticut
$449K – – –
FG
806
Fiduciary Group
Georgia
$447K -$91.7K -697 -18%
AAS
807
Ameritas Advisory Services
Nebraska
$447K +$422K +3,206 New
MG
808
Mather Group
Illinois
$446K -$27.8K -211 -6%
LAS
809
LWM Advisory Services
Florida
$446K +$71.8K +546 +21%
WSFS
810
Wilmington Savings Fund Society
Delaware
$445K – – –
GRP
811
Global Retirement Partners
California
$443K -$38.5K -293 -9%
BWP
812
Baldwin Wealth Partners
Massachusetts
$441K – – –
PWM
813
Perigon Wealth Management
California
$440K +$12.9K +98 +3%
MA
814
Mutual Advisors
Nebraska
$440K -$18.8K -143 -4%
WIC
815
Woodmont Investment Counsel
Tennessee
$439K – – –
TRIA
816
Trail Ridge Investment Advisors
Colorado
$439K -$4.34K -33 -1%
DT
817
Diversified Trust
Tennessee
$437K +$44.3K +337 +12%
TIMH
818
Tilt Investment Management Holdings
New York
$437K – – –
HI
819
Humankind Investments
New York
$435K -$263 -2 -0.1%
VFA
820
Valeo Financial Advisors
Indiana
$429K +$89.8K +683 +29%
PWP
821
Phillips Wealth Planners
Mississippi
$428K -$20.1K -153 -5%
CWM
822
Circle Wealth Management
New Jersey
$427K +$4.47K +34 +1%
CP
823
Covenant Partners
Tennessee
$426K – – –
LSA
824
Lion Street Advisors
Texas
$423K -$257K -1,957 -39%
IAIM
825
International Assets Investment Management
Florida
$423K -$37.8K -287 -9%
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