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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
851
Security National Trust
West Virginia
$57K +$53.9K +600 New
HPC
852
HM Payson & Co
Maine
$55K +$22.3K +248 +74%
LC
853
Lindbrook Capital
California
$52K -$719 -8 -1%
HGWM
854
Harvest Group Wealth Management
Massachusetts
$49K – – –
MA
855
MCF Advisors
Kentucky
$47K – – –
FHC
856
First Horizon Corporation
Tennessee
$47K +$44.8K +498 New
PP
857
PrairieView Partners
Minnesota
$46K – – –
CFA
858
Carroll Financial Associates
North Carolina
$45K – – –
FFC
859
First Financial Corp
Indiana
$44K +$9.89K +110 +31%
WLPWM
860
Walled Lake Planning & Wealth Management
Illinois
$43K – – –
TWA
861
TCI Wealth Advisors
Arizona
$41K -$45.1K -502 -54%
TFO
862
Tarbox Family Office
California
$38K +$2.7K +30 +8%
BWM
863
Baystate Wealth Management
Massachusetts
$37K – – –
ZB
864
Zions Bancorporation
Utah
$35K +$809 +9 +2%
LWM
865
Liberty Wealth Management
California
$34K -$2.61K -29 -7%
GAM
866
Gemmer Asset Management
California
$34K – – –
JGIA
867
Jackson Grant Investment Advisers
Connecticut
$34K – – –
SLF
868
Sun Life Financial
Ontario, Canada
$33K -$785K -8,737 -96%
PGAM
869
Princeton Global Asset Management
New Jersey
$33K -$36.8K -410 -54%
WT
870
Washington Trust
Rhode Island
$32K -$56.6K -630 -65%
ME
871
McIlrath & Eck
Washington
$32K – – –
FMII
872
Farmers & Merchants Investments Inc
Nebraska
$29K +$899 +10 +3%
PWMG
873
Prestige Wealth Management Group
New Jersey
$29K +$2.07K +23 +8%
PB
874
Pinnacle Bancorp
Nebraska
$29K +$5.21K +58 +23%
NFSG
875
Newbridge Financial Services Group
Florida
$29K +$27.6K +307 New
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36 37