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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
951
L2 Asset Management
Massachusetts
$234K +$150K +1,137 +75%
AC
952
Avestar Capital
New York
$234K +$5K +38 +2%
FFP
953
FourThought Financial Partners
Florida
$233K – – –
CAG
954
Crestwood Advisors Group
Massachusetts
$233K +$220K +1,672 New
PPC
955
Park Place Capital
Alabama
$232K +$68.3K +519 +45%
RK
956
Rather & Kittrell
Tennessee
$231K – – –
BWP
957
BSW Wealth Partners
Colorado
$231K +$218K +1,658 New
EDRH
958
Edmond de Rothschild Holding
Switzerland
$231K -$11.2K -85 -5%
IFG
959
Independent Financial Group
California
$229K +$216K +1,645 New
CHP
960
Cable Hill Partners
Oregon
$228K +$215K +1,636 New
AWA
961
Arkadios Wealth Advisors
Georgia
$228K +$215K +1,634 New
SFG
962
SevenBridge Financial Group
Pennsylvania
$225K -$6.58K -50 -3%
AA
963
Alta Advisers
United Kingdom
$223K – – –
HI
964
Hudock Inc
Pennsylvania
$222K – – –
SAM
965
Synergy Asset Management
Washington
$221K – – –
SCM
966
Spring Capital Management
Texas
$221K – – –
KWM
967
Kolinsky Wealth Management
New Jersey
$220K +$208K +1,580 New
WA
968
Win Advisors
Florida
$217K +$205K +1,561 New
KWM
969
Kingsview Wealth Management
Oregon
$217K +$205K +1,560 New
PI
970
PEAK6 Investments
Illinois
$217K +$205K +1,558 New
LSPW
971
Lake Street Private Wealth
Illinois
$217K -$22.8K -173 -10%
MAG
972
MRA Advisory Group
New Jersey
$215K +$203K +1,544 New
GHAM
973
Gilman Hill Asset Management
Connecticut
$213K – – –
CG
974
Clarus Group
Texas
$213K +$201K +1,529 New
LTI
975
Laffer Tengler Investments
Tennessee
$213K – – –
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