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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
951
Kuhn & Co Investment Counsel
Illinois
$551K – – –
PP
952
PDS Planning
Ohio
$546K +$27.6K +149 +6%
USCWA
953
U.S. Capital Wealth Advisors
Texas
$545K -$146K -789 -23%
SQA
954
Simon Quick Advisors
New Jersey
$544K +$92.8K +500 +23%
TSWM
955
Tyler-Stone Wealth Management
Ohio
$542K -$22.5K -121 -4%
APA
956
Astoria Portfolio Advisors
New York
$542K +$82.4K +444 +20%
SPIS
957
Steward Partners Investment Solutions
Oregon
$541K +$486K +2,617 New
FFM
958
Fullerton Fund Management
Singapore
$540K +$485K +2,613 New
AC
959
Avestar Capital
New York
$538K +$93.5K +504 +24%
RA
960
RFG Advisory
Alabama
$538K +$483K +2,602 New
CFA
961
CWS Financial Advisors
Michigan
$528K -$852K -4,591 -64%
SAW
962
Signal Advisors Wealth
Michigan
$528K +$473K +2,551 New
TFS
963
Thoroughbred Financial Services
Tennessee
$524K -$1.01M -5,422 -68%
KWM
964
Kolinsky Wealth Management
New Jersey
$520K +$111K +599 +31%
VAG
965
VisionPoint Advisory Group
Texas
$519K +$196K +1,055 +73%
SWM
966
Shelton Wealth Management
Texas
$518K +$135K +730 +41%
GL
967
Gerber LLC
Ohio
$517K – – –
AC
968
AXQ Capital
New Jersey
$517K +$204K +1,100 +79%
MCM
969
Manchester Capital Management
Vermont
$512K +$36.6K +197 +9%
BW
970
Bison Wealth
Georgia
$509K -$4.08K -22 -0.9%
OWM
971
Orgel Wealth Management
Wisconsin
$508K -$6.68K -36 -1%
WCWM
972
Willow Creek Wealth Management
California
$507K -$40.8K -220 -8%
HFA
973
Harbert Fund Advisors
Alabama
$507K +$455K +2,450 New
RWM
974
Revisor Wealth Management
Ohio
$506K +$513K +2,763 New
CAM
975
Cidel Asset Management
Ontario, Canada
$504K -$31.7K -171 -7%
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