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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
901
Valeo Financial Advisors
Indiana
$292K +$286K +2,255 New
CGA
902
Crescent Grove Advisors
Illinois
$292K – – –
CAG
903
Csenge Advisory Group
Florida
$292K +$285K +2,247 New
BFO
904
Boston Family Office
Massachusetts
$290K – – –
SWM
905
Stockman Wealth Management
Montana
$289K – – –
JCM
906
J2 Capital Management
Michigan
$289K +$5.45K +43 +2%
WEG
907
World Equity Group
Illinois
$287K +$4.18K +33 +2%
GC
908
Gilbert & Cook
Iowa
$281K +$25.1K +198 +10%
GRP
909
Global Retirement Partners
California
$280K -$35K -276 -11%
KAM
910
Knightsbridge Asset Management
California
$279K – – –
GL
911
Graypoint LLC
New York
$279K -$28.5K -225 -9%
AA
912
AlphaCentric Advisors
Puerto Rico
$278K +$272K +2,147 New
STA
913
Summit Trail Advisors
New York
$278K +$44.9K +354 +20%
MCM
914
Manchester Capital Management
Vermont
$276K – – –
LWCFA
915
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$274K – – –
JWCA
916
J.W. Coons Advisors
Ohio
$272K – – –
PIM
917
Perpetual Investment Management
Australia
$272K – – –
MCC
918
Money Concepts Capital
Florida
$272K +$53.7K +424 +25%
MIP
919
Mondrian Investment Partners
United Kingdom
$272K -$83.9M -661,845 -100%
APA
920
Astoria Portfolio Advisors
New York
$272K -$30.5K -241 -10%
DWP
921
Daymark Wealth Partners
Ohio
$270K +$263K +2,078 New
CP
922
Castleview Partners
Texas
$268K +$11.4K +90 +5%
JWS
923
Juncture Wealth Strategies
Arizona
$267K +$261K +2,062 New
TSS
924
Two Sigma Securities
New York
$267K -$525K -4,141 -67%
PI
925
Putnam Investments
Massachusetts
$266K -$27.1K -214 -9%
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38 39