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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
WA
951
Waddell & Associates
Tennessee
$368K
EWM
952
Empirical Wealth Management
Washington
$364K +$51K +326 +17%
FHA
953
Flagship Harbor Advisors
Massachusetts
$364K -$2.04K -13 -0.6%
I
954
InceptionR
California
$364K +$358K +2,287 New
MCM
955
Manchester Capital Management
Vermont
$363K +$20.4K +130 +6%
PWMG
956
Prestige Wealth Management Group
New Jersey
$363K +$34.1K +218 +11%
EMAM
957
Encompass More Asset Management
California
$362K +$356K +2,273 New
1WA
958
180 Wealth Advisors
Washington
$361K -$63.7K -407 -15%
AC
959
Allstate Corporation
Illinois
$360K -$22.7K -145 -6%
VA
960
Valmark Advisers
Ohio
$359K +$353K +2,254 New
SPC
961
Sigma Planning Corp
Michigan
$357K -$615K -3,929 -64%
GA
962
Geller Advisors
New York
$355K -$9.71K -62 -3%
SWM
963
Stockman Wealth Management
Montana
$355K
MC
964
Machina Capital
France
$354K +$348K +2,225 New
JWCA
965
J.W. Coons Advisors
Ohio
$350K
PCS
966
Personal CFO Solutions
New Jersey
$346K -$94.7K -605 -22%
MM
967
MQS Management
New York
$346K +$340K +2,170 New
SF
968
Summit Financial
New Jersey
$343K +$337K +2,155 New
CP
969
Castleview Partners
Texas
$343K +$783 +5 +0.2%
CCMG
970
Clark Capital Management Group
Pennsylvania
$341K +$336K +2,143 New
ACM
971
Allred Capital Management
Texas
$340K -$27.9K -178 -8%
SQA
972
Simon Quick Advisors
New Jersey
$339K +$2.82K +18 +0.9%
PI
973
Putnam Investments
Massachusetts
$338K
Luther King Capital Management (LKCM)
974
Luther King Capital Management (LKCM)
Texas
$338K -$91.9K -587 -22%
TW
975
TritonPoint Wealth
Maryland
$337K +$331K +2,116 New