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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1001
Woodmont Investment Counsel
Tennessee
$807K +$3.78K +15 +0.4%
AAS
1002
Ameritas Advisory Services
Nebraska
$806K +$160K +635 +23%
1WA
1003
180 Wealth Advisors
Washington
$806K -$46.3K -184 -5%
EFS
1004
Essex Financial Services
Connecticut
$804K -$29.7K -118 -3%
WAM
1005
Weiss Asset Management
Massachusetts
$801K +$842K +3,345 New
AC
1006
Avestar Capital
New York
$801K +$68.2K +271 +9%
BIG
1007
Brooklyn Investment Group
New York
$793K -$4.28K -17 -0.5%
GJWM
1008
Gilliland Jeter Wealth Management
Arkansas
$791K -$5.04K -20 -0.6%
VAG
1009
VisionPoint Advisory Group
Texas
$787K -$6.8K -27 -0.8%
WFI
1010
West Family Investments
California
$787K +$1.51K +6 +0.2%
FPAS
1011
Focus Partners Advisor Solutions
Missouri
$786K -$107K -426 -11%
CIAS
1012
Capital Investment Advisory Services
North Carolina
$780K – – –
CFA
1013
CWS Financial Advisors
Michigan
$780K +$189K +752 +30%
HFA
1014
Harbert Fund Advisors
Alabama
$779K +$315K +1,250 +63%
GVAG
1015
Great Valley Advisor Group
Delaware
$778K +$116K +459 +16%
BTI
1016
Blue Trust Inc
Georgia
$776K -$625K -2,481 -43%
SMA
1017
Sage Mountain Advisors
Georgia
$773K +$26.9K +107 +3%
IWA
1018
Icon Wealth Advisors
Texas
$772K +$193K +766 +31%
DWA
1019
Douglass Winthrop Advisors
New York
$772K +$503K +2,000 +164%
CG
1020
Clarus Group
Texas
$765K -$240K -955 -23%
OFS
1021
OneAscent Financial Services
Alabama
$765K +$216K +857 +37%
CIS
1022
Capital International Sarl
California
$764K +$60.2K +239 +8%
AWM
1023
Avior Wealth Management
Nebraska
$762K -$10.3K -41 -1%
NB
1024
Northwest Bancshares
Pennsylvania
$762K -$10.1K -40 -1%
GRP
1025
Global Retirement Partners
California
$761K +$26.4K +105 +3%
39 40
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