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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
976
Center for Financial Planning
Michigan
$805K -$44.9K -193 -6%
CP
977
Covenant Partners
Tennessee
$803K +$53.5K +230 +8%
BWG
978
Balanced Wealth Group
Ohio
$803K +$232 +1 +0%
FW
979
Fairway Wealth
Ohio
$800K -$123K -530 -14%
RG
980
Renaissance Group
Kentucky
$799K -$36.5K -157 -5%
OQS
981
Occudo Quantitative Strategies
Florida
$794K +$727K +3,128 New
OTL
982
Oak Thistle LLC
New York
$792K +$726K +3,122 New
BFA
983
Beaumont Financial Advisors
Massachusetts
$792K +$13.9K +60 +2%
SMA
984
Sage Mountain Advisors
Georgia
$791K +$45.6K +196 +7%
KP
985
Keel Point
Alabama
$790K -$1.86K -8 -0.3%
SIG
986
Sargent Investment Group
Maryland
$789K – – –
ACM
987
Ashford Capital Management
Delaware
$780K +$715K +3,074 New
AC
988
Avestar Capital
New York
$779K +$49.1K +211 +7%
GRP
989
Global Retirement Partners
California
$779K +$75.8K +326 +12%
FM
990
Family Management
New York
$772K – – –
CMF
991
Counterpoint Mutual Funds
California
$772K +$707K +3,041 New
VI
992
Versor Investments
New York
$763K +$466K +2,005 +201%
LTAS
993
Linden Thomas Advisory Services
North Carolina
$762K +$170K +733 +32%
SCM
994
Stevens Capital Management
Pennsylvania
$754K -$1.17M -5,024 -63%
VDI
995
Vaughan David Investments
Illinois
$753K -$120K -515 -15%
CA
996
Claro Advisors
Massachusetts
$749K +$370K +1,593 +117%
CIS
997
Capital International Sarl
California
$749K +$241K +1,037 +54%
AIA
998
Alera Investment Advisors
Illinois
$748K +$6.28K +27 +0.9%
TSMHT
999
Thurston Springer Miller Herd & Titak
Indiana
$746K – – –
BJL
1000
Brighton Jones LLC
Washington
$745K -$697 -3 -0.1%
38 39
40
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