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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
976
NBC Securities
Alabama
$335K -$5.79K -37 -2%
AC
977
Avestar Capital
New York
$334K +$65.9K +421 +25%
RIP
978
RAM Investment Partners
Washington
$329K +$323K +2,066 New
SWM
979
Spire Wealth Management
Virginia
$329K +$17.5K +112 +6%
CIS
980
Custom Index Systems
New York
$329K +$323K +2,065 New
CA
981
Continuum Advisory
Idaho
$327K +$470 +3 +0.1%
LAM
982
Lewis Asset Management
California
$324K +$318K +2,032 New
FM
983
Family Management
New York
$320K +$2.04K +13 +0.7%
FP
984
Factorial Partners
New York
$319K – – –
TCOV
985
Trust Company of Vermont
Vermont
$318K -$36.3K -232 -10%
PCP
986
Proficio Capital Partners
Massachusetts
$317K +$8.92K +57 +3%
DWM
987
Drive Wealth Management
Utah
$317K +$15.7K +100 +5%
TPI
988
Trust Point Inc
Wisconsin
$316K +$311K +1,987 New
RZH
989
Relyea Zuckerberg Hanson
Connecticut
$316K +$311K +1,986 New
CAG
990
Crestwood Advisors Group
Massachusetts
$315K +$47.9K +306 +18%
KFS
991
Kaizen Financial Strategies
California
$315K +$309K +1,975 New
LWM
992
Lakeridge Wealth Management
Ohio
$311K +$305K +1,951 New
BCA
993
Bay Colony Advisors
Massachusetts
$311K -$8.77K -56 -3%
SCM
994
Stonehearth Capital Management
Massachusetts
$310K -$67.9K -434 -18%
VCM
995
Virtue Capital Management
Tennessee
$309K +$49.8K +318 +20%
AT
996
Arden Trust
Delaware
$309K -$21.9K -140 -7%
GFP
997
Gryphon Financial Partners
Ohio
$307K +$320K +2,045 New
SOW
998
State of Wyoming
Wyoming
$306K +$229K +1,463 +318%
PIM
999
Plato Investment Management
Australia
$305K +$300K +1,918 New
KWM
1000
Kolinsky Wealth Management
New Jersey
$305K +$52.1K +333 +21%
38 39
40
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