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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1026
Balanced Wealth Group
Ohio
$760K -$19.9K -79 -2%
CFFP
1027
Center for Financial Planning
Michigan
$760K – – –
KCM
1028
Kathmere Capital Management
Pennsylvania
$759K +$263K +1,045 +49%
CAG
1029
Crestwood Advisors Group
Massachusetts
$758K +$136K +540 +21%
FW
1030
Fairway Wealth
Ohio
$755K – – –
LHC
1031
Little House Capital
Massachusetts
$754K +$792K +3,145 New
WFC
1032
Western Financial Corp
California
$752K +$101K +402 +15%
BFA
1033
Beaumont Financial Advisors
Massachusetts
$750K +$1.76K +7 +0.2%
KP
1034
Keel Point
Alabama
$745K -$503 -2 -0.1%
FFM
1035
Fullerton Fund Management
Singapore
$737K +$775K +3,077 New
ACM
1036
Ashford Capital Management
Delaware
$737K – – –
FM
1037
Family Management
New York
$729K – – –
RG
1038
Renaissance Group
Kentucky
$729K -$27.2K -108 -3%
BFM
1039
Boothbay Fund Management
New York
$725K +$303K +1,205 +66%
AIM
1040
Aigen Investment Management
New York
$724K -$2.19M -8,719 -74%
IA
1041
Inspire Advisors
Idaho
$723K +$232K +922 +44%
PP
1042
PDS Planning
Ohio
$720K +$81.8K +325 +12%
GI
1043
Gradient Investments
Minnesota
$717K +$753K +2,991 New
HFM
1044
Hartford Funds Management
Pennsylvania
$714K +$49.3K +196 +7%
HH
1045
Hilltop Holdings
Texas
$713K +$173K +689 +30%
VDI
1046
Vaughan David Investments
Illinois
$711K – – –
TRIA
1047
Trail Ridge Investment Advisors
Colorado
$710K -$1.76K -7 -0.2%
CP
1048
Covenant Partners
Tennessee
$710K -$50.9K -202 -6%
PAM
1049
Peak Asset Management
Colorado
$710K -$131K -521 -15%
SIG
1050
Sargent Investment Group
Maryland
$707K -$27.7K -110 -4%
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