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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1001
Oxford Financial Group
Indiana
$532K +$158K +755 +42%
CWS
1002
Confluence Wealth Services
Pennsylvania
$531K +$262K +1,251 +96%
USCWA
1003
U.S. Capital Wealth Advisors
Texas
$525K -$22.6K -108 -4%
FPAS
1004
Focus Partners Advisor Solutions
Missouri
$520K -$58.2K -278 -10%
CFA
1005
CWS Financial Advisors
Michigan
$520K -$10.5K -50 -2%
GL
1006
Gerber LLC
Ohio
$519K – – –
HFA
1007
Harbert Fund Advisors
Alabama
$519K +$10.5K +50 +2%
FMLI
1008
Fukoku Mutual Life Insurance
Japan
$517K -$40K -191 -7%
IWA
1009
Icon Wealth Advisors
Texas
$512K +$501K +2,392 New
OWM
1010
Orgel Wealth Management
Wisconsin
$510K – – –
BW
1011
Bison Wealth
Georgia
$509K – – –
VAG
1012
VisionPoint Advisory Group
Texas
$508K -$13K -62 -2%
AIM
1013
Allen Investment Management
New York
$508K +$512K +2,444 New
MLM
1014
Mount Lucas Management
Pennsylvania
$506K +$509K +2,434 New
WCWM
1015
Willow Creek Wealth Management
California
$500K -$9.42K -45 -2%
SIA
1016
Strategic Investment Advisors
Michigan
$494K +$1.67K +8 +0.3%
RZH
1017
Relyea Zuckerberg Hanson
Connecticut
$493K +$9.42K +45 +2%
KAS
1018
KPP Advisory Services
Kentucky
$492K -$2.3K -11 -0.5%
TCOV
1019
Trust Company of Vermont
Vermont
$491K +$23K +110 +5%
RDWM
1020
Red Door Wealth Management
Tennessee
$490K -$4.19K -20 -0.8%
GF
1021
Gries Financial
Ohio
$487K -$257K -1,227 -34%
KWM
1022
Kolinsky Wealth Management
New Jersey
$485K -$37K -177 -7%
SFA
1023
Souders Financial Advisors
Ohio
$484K +$3.56K +17 +0.7%
CIS
1024
Custom Index Systems
New York
$484K +$36.6K +175 +8%
MIS
1025
Morningstar Investment Services
Illinois
$480K +$170K +812 +56%
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