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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
951
Pinnacle Wealth Planning Services
Ohio
$945K -$277K -1,102 -22%
LTAS
952
Linden Thomas Advisory Services
North Carolina
$944K +$236K +936 +31%
CG
953
Cynosure Group
Utah
$944K -$301K -1,194 -23%
SAI
954
Savvy Advisors Inc
New York
$941K +$400K +1,589 +68%
AC
955
ASB Consultores
Florida
$940K +$10.8K +43 +1%
PPWP
956
Premier Path Wealth Partners
New Jersey
$936K -$9.82K -39 -1%
MC
957
Moors & Cabot
Massachusetts
$924K +$2.27K +9 +0.2%
SWM
958
Shelton Wealth Management
Texas
$922K +$52.6K +209 +6%
DAS
959
Dynamic Advisor Solutions
Arizona
$915K -$24.4K -97 -2%
SOS
960
Silver Oak Securities
Tennessee
$914K -$279K -1,109 -23%
JF
961
JSF Financial
California
$910K +$41.3K +164 +5%
ICP
962
Impact Capital Partners
Colorado
$909K +$955K +3,793 New
BWM
963
BankPlus Wealth Management
Mississippi
$908K +$954K +3,788 New
SFFS
964
Stonehage Fleming Financial Services
Jersey
$906K -$252 -1 -0%
PCG
965
Prosperity Consulting Group
Maryland
$906K +$28.4K +113 +3%
HWM
966
Hohimer Wealth Management
Washington
$905K +$5.79K +23 +0.6%
HCM
967
Howard Capital Management
Georgia
$905K +$45.8K +182 +5%
PCM
968
Prelude Capital Management
New York
$904K +$418K +1,661 +79%
IAN
969
Integrated Advisors Network
Texas
$904K -$91.9K -365 -9%
CAMG
970
CWA Asset Management Group
Florida
$902K +$39.5K +157 +4%
NPT
971
Nixon Peabody Trust
Massachusetts
$900K +$24.2K +96 +3%
DEM
972
Disciplined Equity Management
Florida
$891K – – –
KNW
973
Kesler Norman & Wride
Utah
$885K +$10.1K +40 +1%
NL
974
NWAM LLC
Washington
$877K -$252 -1 -0%
SAM
975
Synergy Asset Management
Washington
$875K +$446K +1,773 +100%
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