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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
976
Gryphon Financial Partners
Ohio
$841K +$95.7K +475 +14%
EFG
977
Elm3 Financial Group
Georgia
$835K -$54.6K -271 -7%
BWM
978
BankPlus Wealth Management
Mississippi
$834K +$15.5K +77 +2%
AC
979
Avestar Capital
New York
$832K -$115K -572 -13%
JCM
980
J2 Capital Management
Michigan
$827K +$4.43K +22 +0.6%
SACTSONJ
981
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$819K -$44.7K -222 -6%
BFG
982
Beacon Financial Group
Texas
$819K -$13.1K -65 -2%
AAS
983
Ameritas Advisory Services
Nebraska
$815K +$142K +703 +23%
BHPW
984
Beverly Hills Private Wealth
California
$815K -$1.22M -6,069 -62%
DDC
985
DF Dent & Co
Maryland
$815K – – –
HSA
986
HBK Sorce Advisory
Pennsylvania
$811K +$63.7K +316 +9%
FM
987
Foster & Motley
Ohio
$805K +$403 +2 +0.1%
HAG
988
HighPoint Advisor Group
Illinois
$803K +$120K +596 +19%
MA
989
Mutual Advisors
Nebraska
$802K -$257K -1,275 -26%
ACIM
990
Azimuth Capital Investment Management
Michigan
$800K -$23.8K -118 -3%
SEEDPG
991
S.E.E.D. Planning Group
New York
$798K +$222K +1,103 +43%
EI
992
Ellevest Inc
New York
$796K -$61.9K -307 -8%
SWA
993
Shah Wealth Advisors
California
$795K +$734K +3,641 New
HIP
994
HUB Investment Partners
Texas
$794K +$39.5K +196 +6%
IFG
995
Independent Financial Group
California
$789K +$71.3K +354 +11%
KP
996
Keel Point
Alabama
$789K +$342K +1,698 +89%
EC
997
EdgeRock Capital
Colorado
$788K -$25.8K -128 -3%
IWM
998
IHT Wealth Management
Illinois
$788K -$113K -559 -13%
CG
999
CFO4Life Group
Texas
$787K -$8.46K -42 -1%
LCG
1000
Lynx Capital Group
Ohio
$785K – – –
38 39
40
41 42