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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
826
TMD Wealth Management
Arizona
$652K – – –
BFG
827
Beacon Financial Group
Texas
$652K +$641K +4,096 New
BOM
828
Bank of Marin
California
$652K -$337K -2,150 -34%
CIA
829
Concurrent Investment Advisors
Florida
$652K +$641K +4,095 New
NAS
830
Nicolet Advisory Services
Wisconsin
$650K -$1.88K -12 -0.3%
AAM
831
Advisors Asset Management
Colorado
$644K +$633K +4,041 New
SAM
832
Sompo Asset Management
Japan
$642K -$529K -3,380 -46%
FDS
833
Freedom Day Solutions
Texas
$638K -$21.1K -135 -3%
CA
834
Cullinan Associates
Kentucky
$637K – – –
LIM
835
Letson Investment Management
Georgia
$637K +$626K +4,000 New
HSA
836
HBK Sorce Advisory
Pennsylvania
$627K +$5.79K +37 +0.9%
VFA
837
Valeo Financial Advisors
Indiana
$625K +$132K +846 +27%
AAIS
838
ABN AMRO Investment Solutions
$622K +$24.6K +157 +4%
GL
839
Graypoint LLC
New York
$614K +$30.5K +195 +5%
SFFS
840
Stonehage Fleming Financial Services
Jersey
$606K -$50.4K -322 -8%
NC
841
NewSquare Capital
Pennsylvania
$605K -$783 -5 -0.1%
FCP
842
Fidelis Capital Partners
Florida
$595K +$74.5K +476 +15%
BFS
843
Bradley Foster & Sargent
Connecticut
$590K +$27.1K +173 +5%
FLPIM
844
F.L. Putnam Investment Management
Massachusetts
$588K -$42.9K -274 -7%
B
845
Bellecapital
Switzerland
$586K – – –
DC
846
Davenport & Co
Virginia
$582K -$23.3K -149 -4%
SWM
847
Selective Wealth Management
Virginia
$581K -$50.1K -320 -8%
CIA
848
Choate Investment Advisors
Massachusetts
$577K +$9.71K +62 +2%
NA
849
Navellier & Associates
Nevada
$576K +$567K +3,619 New
KBFS
850
Kohmann Bosshard Financial Services
Ohio
$573K – – –
32 33
34
35 36