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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
851
First Personal Financial Services
North Carolina
$134K – – –
SAI
852
Systematic Alpha Investments
New Jersey
$124K +$119K +1,257 New
GRP
853
Global Retirement Partners
California
$123K – – –
AA
854
AlphaCentric Advisors
Puerto Rico
$119K +$114K +1,201 New
TIAM2
855
Tru Independence Asset Management 2
Oregon
$115K +$110K +1,160 New
LWCFA
856
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$109K – – –
TC
857
Tacita Capital
Ontario, Canada
$104K +$99.1K +1,048 New
GEA
858
Glen Eagle Advisors
New Jersey
$101K -$12.4K -131 -11%
RWA
859
Ropes Wealth Advisors
Massachusetts
$96K +$568 +6 +0.6%
CAL
860
Capital Analysts LLC
Pennsylvania
$95K – – –
CFGS
861
Concourse Financial Group Securities
Alabama
$85K -$138K -1,458 -63%
BCA
862
Berman Capital Advisors
Georgia
$85K +$12.5K +132 +18%
GWM
863
Geneos Wealth Management
Colorado
$85K +$71K +750 +294%
VCG
864
Vantage Consulting Group
Virginia
$83K +$79.1K +836 New
CCA
865
Column Capital Advisors
Indiana
$82K – – –
GWS
866
Glassman Wealth Services
Virginia
$71K +$3.03K +32 +5%
FHA
867
First Horizon Advisors
Tennessee
$70K -$2.74K -29 -4%
HGWM
868
Harvest Group Wealth Management
Massachusetts
$67K +$16K +169 +33%
PWM
869
Perigon Wealth Management
California
$67K +$64.3K +680 New
FHC
870
First Horizon Corporation
Tennessee
$66K +$16.3K +172 +35%
EFSCE
871
Enterprise Financial Services Corp (EFSC)
Missouri
$64K +$1.14K +12 +2%
IAIM
872
International Assets Investment Management
Florida
$63K +$60.6K +641 New
MA
873
Montag & Associates
Georgia
$63K +$60.6K +641 New
CMBA
874
C.M. Bidwell & Associates
Hawaii
$62K -$65.9K -697 -53%
FRA
875
Front Row Advisors
California
$62K -$2.55K -27 -4%
33 34
35
36 37