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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1001
Synovus Financial
Georgia
$304K +$1.72K +11 +0.6%
MA
1002
MCF Advisors
Kentucky
$302K -$1.57K -10 -0.5%
LAM
1003
L2 Asset Management
Massachusetts
$302K -$118K -751 -28%
FDDB
1004
Fidelity D&D Bancorp
Pennsylvania
$302K -$5.17K -33 -2%
MCWA
1005
Meadow Creek Wealth Advisors
Georgia
$302K +$296K +1,893 New
RIA
1006
Regal Investment Advisors
Michigan
$297K -$63.4K -405 -18%
BWP
1007
Bernardo Wealth Planning
Pennsylvania
$297K +$4.07K +26 +1%
FAFN
1008
First Affirmative Financial Network
Colorado
$295K +$290K +1,854 New
CIP
1009
Convergence Investment Partners
Florida
$291K -$1.57K -10 -0.5%
KC
1010
Knuff & Co
California
$289K – – –
MWM
1011
Modern Wealth Management
Kansas
$289K +$284K +1,814 New
BJL
1012
Brighton Jones LLC
Washington
$288K +$284K +1,811 New
VCA
1013
Verdence Capital Advisors
Maryland
$287K -$3.92M -25,032 -93%
AAS
1014
Ameritas Advisory Services
Nebraska
$287K -$226K -1,445 -45%
PCIG
1015
Partners Capital Investment Group
Massachusetts
$286K -$24.1K -154 -8%
CWM
1016
Curi Wealth Management
North Carolina
$286K -$1.88K -12 -0.7%
LWCFA
1017
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K – – –
PMG
1018
ProVise Management Group
Florida
$283K +$939 +6 +0.3%
SWM
1019
Shelton Wealth Management
Texas
$283K +$278K +1,777 New
RFN
1020
RDA Financial Network
Iowa
$283K -$74.4K -475 -21%
DMBA
1021
Deseret Mutual Benefit Administrators
Utah
$281K -$67.5K -431 -20%
JWS
1022
Juncture Wealth Strategies
Arizona
$280K -$11.9K -76 -4%
IFG
1023
Independent Financial Group
California
$280K +$18.2K +116 +7%
BC
1024
Bartlett & Co
Ohio
$279K -$98.6K -630 -26%
EL
1025
EMFO LLC
Florida
$279K – – –
39 40
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42 43