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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
826
Intersect Capital
California
$282K +$48.2K +446 +22%
OPS
827
Orion Portfolio Solutions
Nebraska
$281K +$6.6K +61 +3%
OWM
828
Orgel Wealth Management
Wisconsin
$280K -$6.38K -59 -2%
CGA
829
Crescent Grove Advisors
Illinois
$276K +$18.3K +169 +8%
HAIM
830
Hunter Associates Investment Management
Pennsylvania
$274K – – –
TFS
831
Thoroughbred Financial Services
Tennessee
$274K +$11.5K +106 +5%
GRP
832
Global Retirement Partners
California
$274K +$258K +2,387 New
PI
833
Putnam Investments
Massachusetts
$273K -$10.4K -96 -4%
SCM
834
Southport Capital Management
Tennessee
$272K -$429K -3,967 -62%
CS
835
Cannell & Spears
New York
$272K – – –
IA
836
IFG Advisory
Georgia
$267K – – –
VCP
837
Verus Capital Partners
Arizona
$266K +$255K +2,356 New
FF
838
FourThought Financial
Florida
$265K – – –
CA
839
Cortland Associates
Missouri
$264K – – –
HIA
840
Harbor Investment Advisory
Maryland
$262K +$3.25K +30 +1%
FRM
841
Fox Run Management
Connecticut
$262K +$248K +2,295 New
IF
842
Intrua Financial
Texas
$260K – – –
AG
843
Ascent Group
Virginia
$257K +$243K +2,251 New
AAM
844
Arabesque Asset Management
United Kingdom
$257K +$244K +2,254 New
9WM
845
9258 Wealth Management
Ohio
$256K +$7.36K +68 +3%
WAS
846
Wealth Advisory Solutions
Indiana
$256K +$243K +2,245 New
SWM
847
Stockman Wealth Management
Montana
$254K -$9.95K -92 -4%
CWM
848
Congress Wealth Management
Massachusetts
$253K -$53.1K -491 -18%
CIP
849
Convergence Investment Partners
Florida
$253K -$865 -8 -0.4%
4WM
850
44 Wealth Management
Oregon
$251K -$6.38K -59 -3%
32 33
34
35 36