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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
AE Wealth Management
Kansas
$854K -$3.49M -18,827 -82%
TWM
852
TMD Wealth Management
Arizona
$847K – – –
FRM
853
Fox Run Management
Connecticut
$845K +$159K +856 +26%
NAS
854
Nicolet Advisory Services
Wisconsin
$845K +$24.3K +131 +3%
ILI
855
Invesco LLC (Illinois)
Illinois
$839K +$96.7K +521 +15%
NC
856
NewSquare Capital
Pennsylvania
$835K +$43.6K +235 +6%
PPWP
857
Premier Path Wealth Partners
New Jersey
$828K -$66.1K -356 -8%
CA
858
Cullinan Associates
Kentucky
$827K – – –
LIM
859
Letson Investment Management
Georgia
$827K – – –
UH
860
Unigestion Holding
Switzerland
$818K -$11.2M -60,612 -94%
BFG
861
Beacon Financial Group
Texas
$806K -$37.1K -200 -5%
WT
862
Whittier Trust
California
$804K +$214K +1,153 +42%
FDS
863
Freedom Day Solutions
Texas
$793K -$31.7K -171 -4%
TC
864
TownSquare Capital
Utah
$792K +$131K +704 +23%
LFM
865
LGT Fund Management
Liechtenstein
$789K +$708K +3,816 New
AWM
866
Avior Wealth Management
Nebraska
$782K +$629K +3,388 +860%
IFU
867
iSAM Funds (UK)
United Kingdom
$780K -$690K -3,719 -50%
DC
868
Davenport & Co
Virginia
$768K +$11.1K +60 +2%
SBIA
869
Sheaff Brock Investment Advisors
Indiana
$765K +$223K +1,200 +48%
FLPIM
870
F.L. Putnam Investment Management
Massachusetts
$763K -$742 -4 -0.1%
B
871
Bellecapital
Switzerland
$760K – – –
1WA
872
180 Wealth Advisors
Washington
$759K +$266K +1,436 +64%
AAIS
873
ABN AMRO Investment Solutions
$755K -$47.1K -254 -7%
CFG
874
Cooper Financial Group
California
$752K -$248K -1,338 -27%
CIA
875
Choate Investment Advisors
Massachusetts
$750K +$1.11K +6 +0.2%
33 34
35
36 37