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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
976
Kingsview Wealth Management
Oregon
$208K -$557K -4,395 -73%
PNC
977
Park National Corp
Ohio
$208K +$203K +1,605 New
AA
978
Alta Advisers
United Kingdom
$208K
KIA
979
KCM Investment Advisors
California
$208K +$204K +1,606 New
AC
980
Avestar Capital
New York
$207K +$202K +1,598 New
IWC
981
Integrated Wealth Concepts
Massachusetts
$207K +$202K +1,597 New
HI
982
Hudock Inc
Pennsylvania
$207K
FFA
983
First Foundation Advisors
California
$206K +$201K +1,590 New
SCM
984
Spring Capital Management
Texas
$206K +$201K +1,588 New
SAM
985
Synergy Asset Management
Washington
$206K +$201K +1,588 New
First Manhattan
986
First Manhattan
New York
$205K +$53.6K +423 +37%
PFM
987
Patton Fund Management
Texas
$203K +$198K +1,566 New
HHGA
988
Halbert Hargrove Global Advisors
California
$202K +$198K +1,560 New
ECG
989
Edge Capital Group
Georgia
$201K -$94.8K -748 -33%
BFA
990
Beaumont Financial Advisors
Massachusetts
$201K +$196K +1,550 New
MA
991
MCF Advisors
Kentucky
$199K
LTI
992
Laffer Tengler Investments
Tennessee
$198K
AIM
993
Anchor Investment Management
South Carolina
$195K
Point72 Asset Management
994
Point72 Asset Management
Connecticut
$190K +$185K +1,462 New
Jones Financial Companies
995
Jones Financial Companies
Missouri
$180K +$5.32K +42 +3%
Pacer Advisors
996
Pacer Advisors
Pennsylvania
$175K +$20K +158 +13%
FHA
997
First Horizon Advisors
Tennessee
$173K -$22.4K -177 -12%
MWC
998
MBM Wealth Consultants
Missouri
$166K +$25.9K +204 +19%
FPFS
999
First Personal Financial Services
North Carolina
$164K
GWS
1000
Glassman Wealth Services
Virginia
$155K +$7.73K +61 +5%