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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
851
Revisor Wealth Management
Ohio
$382K -$131K -977 -25%
FMLI
852
Fukoku Mutual Life Insurance
Japan
$381K
FM
853
Family Management
New York
$380K +$385K +2,874 New
PWP
854
Phillips Wealth Planners
Mississippi
$380K +$16.5K +123 +4%
DT
855
Diversified Trust
Tennessee
$371K -$97.7K -729 -21%
WFI
856
West Family Investments
California
$366K -$18.4K -137 -5%
MM
857
MQS Management
New York
$366K +$370K +2,763 New
PCS
858
Personal CFO Solutions
New Jersey
$364K -$7.91K -59 -2%
CFGS
859
Concourse Financial Group Securities
Alabama
$363K +$26K +194 +8%
TSWM
860
Tyler-Stone Wealth Management
Ohio
$363K +$368K +2,743 New
Wolverine Trading
861
Wolverine Trading
Illinois
$362K +$368K +2,744 New
SYBT
862
Stock Yards Bank & Trust
Kentucky
$362K -$26.8K -200 -7%
LNC
863
Lincoln National Corp
Pennsylvania
$355K +$127K +944 +54%
AR
864
Advisory Research
Illinois
$354K +$358K +2,672 New
WCWM
865
Willow Creek Wealth Management
California
$354K +$1.07K +8 +0.3%
AAIS
866
ABN AMRO Investment Solutions
$352K
9WM
867
9258 Wealth Management
Ohio
$352K
Verition Fund Management
868
Verition Fund Management
Connecticut
$352K -$185K -1,381 -34%
LAS
869
LWM Advisory Services
Florida
$352K
TCOV
870
Trust Company of Vermont
Vermont
$351K -$26.7K -199 -7%
IAS
871
Insigneo Advisory Services
Florida
$350K +$76.5K +571 +28%
1WA
872
180 Wealth Advisors
Washington
$349K -$135K -1,005 -28%
AIA
873
Angeles Investment Advisors
California
$348K -$165K -1,232 -32%
BW
874
Bison Wealth
Georgia
$346K +$350K +2,611 New
SM
875
Sciencast Management
New Jersey
$339K +$347K +2,589 New