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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
901
Ellevest Inc
New York
$702K +$1.11K +6 +0.2%
AAS
902
Ameritas Advisory Services
Nebraska
$699K +$300K +1,615 +92%
BWP
903
Baldwin Wealth Partners
Massachusetts
$699K – – –
CIP
904
Convergence Investment Partners
Florida
$698K +$287K +1,545 +84%
CFFP
905
Center for Financial Planning
Michigan
$696K +$19.3K +104 +3%
GJWM
906
Gilliland Jeter Wealth Management
Arkansas
$692K -$225K -1,213 -27%
BWG
907
Balanced Wealth Group
Ohio
$687K -$22.8K -123 -4%
NWMG
908
National Wealth Management Group
Ohio
$687K +$617K +3,323 New
MC
909
Maverick Capital
Texas
$686K +$25.6K +138 +4%
RG
910
Renaissance Group
Kentucky
$683K +$613K +3,304 New
SSWM
911
Smith Salley Wealth Management
North Carolina
$683K +$613K +3,302 New
PCG
912
Prosperity Consulting Group
Maryland
$682K -$1.3K -7 -0.2%
HIM
913
Hillsdale Investment Management
Ontario, Canada
$678K -$3.71K -20 -0.6%
NB
914
Northwest Bancshares
Pennsylvania
$676K – – –
EH
915
Equitable Holdings
New York
$674K +$18.2K +98 +3%
CIAS
916
Capital Investment Advisory Services
North Carolina
$674K – – –
SIG
917
Sky Investment Group
Connecticut
$666K – – –
WSFS
918
Wilmington Savings Fund Society
Delaware
$661K +$593K +3,194 New
WFI
919
West Family Investments
California
$651K +$29.1K +157 +5%
IWM
920
IHT Wealth Management
Illinois
$649K -$48.4K -261 -8%
VCM
921
Virtue Capital Management
Tennessee
$648K +$232K +1,248 +66%
FG
922
Fiduciary Group
Georgia
$637K -$24.1K -130 -4%
LJAC
923
L.J. Altfest & Co
New York
$633K +$18K +97 +3%
SWM
924
Selective Wealth Management
Virginia
$632K -$92.8K -500 -14%
FM
925
Family Management
New York
$625K +$187K +1,008 +50%
35 36
37
38 39