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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
VA
976
Valmark Advisers
Ohio
$856K -$28K -124 -3%
RA
977
RFG Advisory
Alabama
$854K -$342K -1,513 -29%
BWM
978
BankPlus Wealth Management
Mississippi
$854K -$19.9K -88 -2%
CFC
979
Coyle Financial Counsel
Illinois
$853K -$122K -542 -13%
BFG
980
Beacon Financial Group
Texas
$853K +$6.55K +29 +0.8%
JSSH
981
J. Safra Sarasin Holding
$851K +$54.9K +243 +7%
LTAS
982
Linden Thomas Advisory Services
North Carolina
$851K -$16K -71 -2%
MMG
983
Monetary Management Group
Missouri
$844K -$5.65K -25 -0.7%
NPT
984
Nixon Peabody Trust
Massachusetts
$840K -$21.2K -94 -2%
EC
985
EdgeRock Capital
Colorado
$835K -$55.8K -247 -6%
TA
986
TrueWealth Advisors
Alabama
$833K +$16.7K +74 +2%
CG
987
CFO4Life Group
Texas
$832K +$54K +239 +7%
II
988
Impact Investors
California
$831K -$37.3K -165 -4%
CFG
989
Cooper Financial Group
California
$826K +$18.3K +81 +2%
IFA
990
Index Fund Advisors
California
$823K -$677 -3 -0.1%
WA
991
Waddell & Associates
Tennessee
$823K +$193K +853 +31%
CB
992
CNB Bank
Pennsylvania
$820K -$125K -555 -13%
FCBT
993
First Citizens Bank & Trust
North Carolina
$819K +$26.9K +119 +3%
LCG
994
Lynx Capital Group
Ohio
$818K
BAMCO Inc
995
BAMCO Inc
New York
$815K -$682K -3,020 -46%
EPW
996
Evolve Private Wealth
California
$813K +$806K +3,568 New
PCG
997
Prosperity Consulting Group
Maryland
$810K +$2.26K +10 +0.3%
TI
998
TrueMark Investments
Illinois
$808K +$801K +3,549 New
BA
999
Bridgewater Advisors
New York
$807K +$16.7K +74 +2%
SFFS
1000
Stonehage Fleming Financial Services
Jersey
$805K