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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1001
IHT Wealth Management
Illinois
$788K -$113K -559 -13%
CG
1002
CFO4Life Group
Texas
$787K -$8.46K -42 -1%
LCG
1003
Lynx Capital Group
Ohio
$785K – – –
CP
1004
Castleview Partners
Texas
$782K +$37.7K +187 +6%
CFC
1005
Coyle Financial Counsel
Illinois
$775K -$806 -4 -0.1%
TCIIS
1006
TIAA-CREF Individual & Institutional Services
New York
$773K -$95.7K -475 -12%
FCBT
1007
First Citizens Bank & Trust
North Carolina
$770K +$9.88K +49 +1%
KFS
1008
Keynote Financial Services
Connecticut
$768K +$709K +3,517 New
FNT
1009
First National Trust
Pennsylvania
$761K -$310K -1,537 -31%
ACA
1010
Atlas Capital Advisors
Wyoming
$760K +$561K +2,782 +399%
NW
1011
Naviter Wealth
Arkansas
$758K -$1.61K -8 -0.2%
JRFS
1012
James Reed Financial Services
Ohio
$751K – – –
HI
1013
Harbour Investments
Wisconsin
$749K +$97.7K +485 +16%
PCM
1014
Penserra Capital Management
California
$748K +$17.9K +89 +3%
LCWP
1015
Legacy Capital Wealth Partners
Arkansas
$745K +$35.5K +176 +5%
SFFS
1016
Stonehage Fleming Financial Services
Jersey
$740K -$7.25K -36 -1%
GJWM
1017
Gilliland Jeter Wealth Management
Arkansas
$737K +$202 +1 +0%
HBT
1018
Heartland Bank & Trust
Illinois
$737K -$7.66K -38 -1%
VA
1019
Valmark Advisers
Ohio
$736K -$21K -104 -3%
TFA
1020
Transamerica Financial Advisors
Florida
$736K +$58.4K +290 +9%
CAMG
1021
CWA Asset Management Group
Florida
$733K -$30K -149 -4%
SFS
1022
Stiles Financial Services
Minnesota
$732K -$56.4K -280 -8%
WFA
1023
Wellspring Financial Advisors
Ohio
$731K -$84.6K -420 -11%
NL
1024
NWAM LLC
Washington
$729K +$15.5K +77 +2%
LAM
1025
L2 Asset Management
Massachusetts
$729K +$35.1K +174 +6%
39 40
41
42 43