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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
851
Jacobi Capital Management
Pennsylvania
$7K – – –
KTC
852
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
LFG
853
LifePlan Financial Group
Ohio
$7K – – –
SFSIG
854
San Francisco Sentry Investment Group
California
$7K – – –
HR
855
Howe & Rusling
New York
$7K +$1.59K +22 +30%
EWA
856
Evolution Wealth Advisors
Florida
$7K +$7.42K +103 New
EWP
857
Engrave Wealth Partners
Texas
$7K +$7.79K +108 New
PMAM
858
Picton Mahoney Asset Management
Ontario, Canada
$6K -$18.2M -252,500 -100%
GC
859
Globeflex Capital
California
$6K – – –
SC
860
Solstein Capital
California
$6K +$5.77K +80 New
IAS
861
IMA Advisory Services
Colorado
$5K – – –
TFA
862
Tobias Financial Advisors
Florida
$5K +$5.41K +75 New
RWM
863
Raffa Wealth Management
District of Columbia
$4.05K – – –
HGWM
864
Harvest Group Wealth Management
Massachusetts
$4K -$14.8K -205 -76%
BL
865
Balentine LLC
Georgia
$4K -$2.45K -34 -38%
LWANC
866
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
WCM
867
Wealthcare Capital Management
Virginia
$4K +$3.96K +55 New
GWMIA
868
Global Wealth Management Investment Advisory
Florida
$3K -$721 -10 -19%
SF
869
Synovus Financial
Georgia
$3K – – –
DAM
870
Delta Asset Management
Tennessee
$3K +$2.88K +40 New
SIC
871
Samalin Investment Counsel
New York
$3K +$3.53K +49 New
ED
872
Exane Derivatives
France
$2.19K – – –
TRCT
873
Tower Research Capital (TRC)
New York
$2K -$685K -9,507 -100%
JWA
874
JFS Wealth Advisors
Pennsylvania
$2K – – –
BWM
875
BerganKDV Wealth Management
Minnesota
$2K +$937 +13 +76%
33 34
35
36 37