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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
826
International Assets Investment Management
Florida
$284K -$14.6K -135 -5%
IC
827
Intersect Capital
California
$282K +$48.2K +446 +22%
Orion Portfolio Solutions
828
Orion Portfolio Solutions
Nebraska
$281K +$6.6K +61 +3%
Orgel Wealth Management
829
Orgel Wealth Management
Wisconsin
$280K -$6.38K -59 -2%
CGA
830
Crescent Grove Advisors
Illinois
$276K +$18.3K +169 +8%
HAIM
831
Hunter Associates Investment Management
Pennsylvania
$274K – – –
TFS
832
Thoroughbred Financial Services
Tennessee
$274K +$11.5K +106 +5%
Global Retirement Partners
833
Global Retirement Partners
California
$274K +$258K +2,387 New
Putnam Investments
834
Putnam Investments
Massachusetts
$273K -$10.4K -96 -4%
SCM
835
Southport Capital Management
Tennessee
$272K -$429K -3,967 -62%
Cannell & Spears
836
Cannell & Spears
New York
$272K – – –
IFG Advisory
837
IFG Advisory
Georgia
$267K – – –
VCP
838
Verus Capital Partners
Arizona
$266K +$255K +2,356 New
FF
839
FourThought Financial
Florida
$265K – – –
CA
840
Cortland Associates
Missouri
$264K – – –
HIA
841
Harbor Investment Advisory
Maryland
$262K +$3.25K +30 +1%
FRM
842
Fox Run Management
Connecticut
$262K +$248K +2,295 New
IF
843
Intrua Financial
Texas
$260K – – –
AG
844
Ascent Group
Virginia
$257K +$243K +2,251 New
AAM
845
Arabesque Asset Management
United Kingdom
$257K +$244K +2,254 New
9WM
846
9258 Wealth Management
Ohio
$256K +$7.36K +68 +3%
WAS
847
Wealth Advisory Solutions
Indiana
$256K +$243K +2,245 New
SWM
848
Stockman Wealth Management
Montana
$254K -$9.95K -92 -4%
Congress Wealth Management
849
Congress Wealth Management
Massachusetts
$253K -$53.1K -491 -18%
CIP
850
Convergence Investment Partners
Florida
$253K -$865 -8 -0.4%