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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
826
Freemont Management
Switzerland
$1.4M – – –
SAG
827
SageView Advisory Group
California
$1.39M -$710K -3,052 -36%
PFPT
828
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.39M +$99K +426 +8%
MG
829
Mather Group
Illinois
$1.39M -$1.17M -5,019 -48%
AIA
830
Armor Investment Advisors
North Carolina
$1.38M – – –
UAG
831
United Advisor Group
Ohio
$1.38M +$119K +510 +10%
GLR
832
Great Lakes Retirement
Ohio
$1.38M +$1.17M +5,043 +1,327%
PCA
833
Pallas Capital Advisors
Massachusetts
$1.36M +$701K +3,016 +121%
SWP
834
Strategic Wealth Partners
Ohio
$1.35M +$146K +627 +13%
IFU
835
iSAM Funds (UK)
United Kingdom
$1.34M +$1.23M +5,273 New
TSWM
836
Tyler-Stone Wealth Management
Ohio
$1.33M +$610K +2,623 +100%
LC
837
Lindbrook Capital
California
$1.33M -$16K -69 -1%
ACM
838
Advisors Capital Management
New Jersey
$1.32M -$41.8K -180 -3%
CIC
839
Crawford Investment Counsel
Georgia
$1.31M – – –
HT
840
Headlands Technologies
Illinois
$1.31M +$1.08M +4,662 +963%
IAS
841
Insigneo Advisory Services
Florida
$1.31M -$347K -1,493 -22%
CG
842
Cynosure Group
Utah
$1.3M +$722K +3,104 +153%
UFF
843
USA Financial Formulas
Michigan
$1.3M -$33.9K -146 -3%
CAM
844
Congress Asset Management
Massachusetts
$1.29M – – –
ECM
845
Evergreen Capital Management
Washington
$1.29M +$18.1K +78 +2%
PWPS
846
Pinnacle Wealth Planning Services
Ohio
$1.28M +$27.9K +120 +2%
PWM
847
Proathlete Wealth Management
Florida
$1.27M +$465 +2 +0%
BRWA
848
B. Riley Wealth Advisors
Florida
$1.27M -$316K -1,361 -21%
GFA
849
Gifford Fong Associates
California
$1.27M – – –
PFBT
850
Parkside Financial Bank & Trust
Missouri
$1.27M +$2.09K +9 +0.2%
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