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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1001
HBK Sorce Advisory
Pennsylvania
$877K -$18.5K -75 -2%
PCG
1002
Prosperity Consulting Group
Maryland
$876K -$69.3K -281 -7%
CFG
1003
Cooper Financial Group
California
$876K -$40.2K -163 -4%
SFFS
1004
Stonehage Fleming Financial Services
Jersey
$872K – – –
DEM
1005
Disciplined Equity Management
Florida
$869K +$27.1K +110 +3%
IAS
1006
Insigneo Advisory Services
Florida
$865K -$13.6K -55 -2%
JSSH
1007
J. Safra Sarasin Holding
$863K -$2.89M -11,705 -77%
BC
1008
Burney Company
Virginia
$860K -$127K -516 -13%
DWM
1009
Defined Wealth Management
Oregon
$859K -$18.7K -76 -2%
FCBT
1010
First Citizens Bank & Trust
North Carolina
$858K +$53.7K +218 +7%
PCA
1011
Pallas Capital Advisors
Massachusetts
$858K -$199K -809 -19%
WIC
1012
Woodmont Investment Counsel
Tennessee
$858K +$45.1K +183 +6%
IFG
1013
Independent Financial Group
California
$849K -$41.4K -168 -5%
JRFS
1014
James Reed Financial Services
Ohio
$849K -$1.73K -7 -0.2%
CG
1015
CFO4Life Group
Texas
$844K -$26.4K -107 -3%
FHA
1016
Flagship Harbor Advisors
Massachusetts
$844K +$7.64K +31 +0.9%
KBFS
1017
Kohmann Bosshard Financial Services
Ohio
$840K – – –
RZH
1018
Relyea Zuckerberg Hanson
Connecticut
$830K +$131K +532 +19%
JWCA
1019
J.W. Cole Advisors
Florida
$828K -$1.79M -7,256 -68%
GF
1020
Gries Financial
Ohio
$828K +$51.3K +208 +7%
NL
1021
NWAM LLC
Washington
$824K -$56.9K -231 -6%
FFM
1022
Fullerton Fund Management
Singapore
$823K -$105K -424 -11%
BIG
1023
Brooklyn Investment Group
New York
$823K -$4.68K -19 -0.4%
WSFS
1024
Wilmington Savings Fund Society
Delaware
$823K -$2.84M -11,537 -78%
PCS
1025
Personal CFO Solutions
New Jersey
$823K +$178K +723 +28%
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