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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
951
Burney Company
Virginia
$1.17M -$682K -2,607 -39%
JSL
952
JT Stratford LLC
Georgia
$1.17M +$1.08M +4,126 New
SWM
953
Shelton Wealth Management
Texas
$1.16M +$67.7K +259 +7%
CGL
954
Clarius Group LLC
Washington
$1.16M -$35K -134 -3%
EWA
955
EP Wealth Advisors
California
$1.16M +$476K +1,821 +80%
AWM
956
Angeles Wealth Management
California
$1.15M -$26.2K -100 -2%
II
957
Impact Investors
California
$1.15M -$28K -107 -3%
HSA
958
HBK Sorce Advisory
Pennsylvania
$1.15M -$6.54K -25 -0.6%
BW
959
Blalock Williams
Alabama
$1.15M -$104K -396 -9%
WLG
960
Williamson Legacy Group
Indiana
$1.14M +$1.06M +4,034 New
WAM
961
WealthTrust Asset Management
Florida
$1.14M +$7.32K +28 +0.7%
CA
962
Cullinan Associates
Kentucky
$1.13M – – –
LIM
963
Letson Investment Management
Georgia
$1.13M – – –
BCM
964
BTC Capital Management
Iowa
$1.12M -$4.45K -17 -0.4%
BJL
965
Brighton Jones LLC
Washington
$1.12M +$150K +573 +17%
EFG
966
Everhart Financial Group
Ohio
$1.12M +$107K +411 +12%
NPT
967
Nixon Peabody Trust
Massachusetts
$1.11M +$46K +176 +5%
VFA
968
Valeo Financial Advisors
Indiana
$1.11M +$74.8K +286 +8%
PEA
969
Park Edge Advisors
Ohio
$1.11M -$101K -388 -9%
CFG
970
Cooper Financial Group
California
$1.11M -$166K -634 -14%
PWPS
971
Pinnacle Wealth Planning Services
Ohio
$1.11M -$9.15K -35 -0.9%
IFG
972
Independent Financial Group
California
$1.1M +$85.5K +327 +9%
CCP
973
Cassia Capital Partners
North Carolina
$1.1M +$377K +1,442 +59%
PPWP
974
Premier Path Wealth Partners
New Jersey
$1.1M -$4.97K -19 -0.5%
PCM
975
Penserra Capital Management
California
$1.09M -$386K -1,476 -28%
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