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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
826
Capital Directions Investment Advisors
Georgia
$16K – – –
CSS
827
Cubist Systematic Strategies
Connecticut
$15K -$9.45M -122,639 -100%
EWM
828
Edge Wealth Management
New York
$15K – – –
SIC
829
Salem Investment Counselors
North Carolina
$15K – – –
HWM
830
HighMark Wealth Management
Minnesota
$14K -$6.01K -78 -28%
PA
831
Procyon Advisors
Connecticut
$13K +$4.93K +64 +59%
VCM
832
Versant Capital Management
Arizona
$13K +$5.01K +65 +53%
JCM
833
Jacobi Capital Management
Pennsylvania
$13K +$5.39K +70 +70%
LSA
834
Lion Street Advisors
Texas
$13K +$13.4K +174 New
IF
835
Ironwood Financial
Arizona
$12K – – –
CAN
836
Claraphi Advisory Network
United States
$12K +$13.9K +180 New
RFWA
837
RPg Family Wealth Advisory
Massachusetts
$11.7K – – –
SL
838
Savior LLC
Massachusetts
$11K -$3.47K -45 -23%
CCM
839
Cribstone Capital Management
Maine
$11K – – –
IRC
840
Investors Research Corp
Georgia
$11K – – –
CAGAS
841
Capital Advisory Group Advisory Services
Minnesota
$11K +$11.9K +155 New
CAL
842
Capital Advisors Ltd
Ohio
$10K -$10.6K -138 -50%
CHA
843
Carmichael Hill & Associates
Maryland
$10K – – –
EW
844
Evoke Wealth
California
$9.82K -$3.01K -39 -23%
WPA
845
West Paces Advisors
Georgia
$9.3K -$5.39K -70 -36%
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
MWC
847
MBM Wealth Consultants
Missouri
$9K – – –
EWM
848
Endurance Wealth Management
Rhode Island
$9K +$1.77K +23 +23%
JFA
849
JNBA Financial Advisors
Minnesota
$8K – – –
SFSIG
850
San Francisco Sentry Investment Group
California
$8K +$1.16K +15 +16%
32 33
34
35 36