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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1026
Bradley Foster & Sargent
Connecticut
$725K +$15.1K +75 +2%
AWA
1027
Argos Wealth Advisors
California
$724K +$151K +750 +29%
FLPIM
1028
F.L. Putnam Investment Management
Massachusetts
$720K +$82.4K +409 +14%
HWA
1029
HCR Wealth Advisors
California
$720K +$347K +1,722 +109%
WIC
1030
Woodmont Investment Counsel
Tennessee
$719K -$6.05K -30 -0.9%
SCM
1031
SCS Capital Management
Massachusetts
$719K +$15.3K +76 +2%
GI
1032
Gradient Investments
Minnesota
$715K +$5.64K +28 +0.9%
JSSH
1033
J. Safra Sarasin Holding
$714K +$55.4K +275 +9%
NS
1034
NBC Securities
Alabama
$712K +$37.9K +188 +6%
TCM
1035
Twin Capital Management
Pennsylvania
$710K +$1.21K +6 +0.2%
CPIG
1036
Chicago Partners Investment Group
Illinois
$710K +$234K +1,161 +51%
KBFS
1037
Kohmann Bosshard Financial Services
Ohio
$707K -$1.41K -7 -0.2%
ERIC
1038
Eagle Rock Investment Company
Georgia
$705K -$461K -2,287 -41%
DIM
1039
Delta Investment Management
California
$704K -$378K -1,877 -37%
SIP
1040
Stoneridge Investment Partners
Pennsylvania
$703K +$670K +3,326 New
DCM
1041
Donaldson Capital Management
Indiana
$700K -$29.2K -145 -4%
MWM
1042
Modern Wealth Management
Kansas
$695K +$422K +2,092 +192%
LFGO
1043
Legacy Financial Group (Oklahoma)
Oklahoma
$694K – – –
TPA
1044
Trivium Point Advisory
Connecticut
$693K +$128K +633 +25%
JWCA
1045
J.W. Cole Advisors
Florida
$693K +$639K +3,173 New
CFFP
1046
Center for Financial Planning
Michigan
$693K – – –
RWC
1047
Rare Wolf Capital
Washington
$692K +$293K +1,453 +85%
NAM
1048
NorthCrest Asset Manangement
Minnesota
$692K -$304K -1,506 -33%
AAM
1049
Auxier Asset Management
Oregon
$692K – – –
Alyeska Investment Group
1050
Alyeska Investment Group
Illinois
$692K +$638K +3,167 New