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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
1026
Trail Ridge Investment Advisors
Colorado
$643K +$23.1K +112 +4%
GI
1027
Gradient Investments
Minnesota
$643K +$413 +2 +0.1%
BFS
1028
Bradley Foster & Sargent
Connecticut
$643K -$151K -732 -18%
KBFS
1029
Kohmann Bosshard Financial Services
Ohio
$643K -$41.3K -200 -6%
LCWP
1030
Legacy Capital Wealth Partners
Arkansas
$641K +$81.5K +395 +14%
PP
1031
PDS Planning
Ohio
$639K +$36.1K +175 +6%
SCM
1032
SCS Capital Management
Massachusetts
$637K -$11.4K -55 -2%
WG
1033
Wellington Group
Indiana
$637K +$39.4K +191 +6%
LFGO
1034
Legacy Financial Group (Oklahoma)
Oklahoma
$630K – – –
EFS
1035
Essex Financial Services
Connecticut
$629K -$122K -593 -16%
CFFP
1036
Center for Financial Planning
Michigan
$629K – – –
AAM
1037
Auxier Asset Management
Oregon
$628K +$15.5K +75 +2%
SIG
1038
Sargent Investment Group
Maryland
$627K +$28.5K +138 +5%
LAM
1039
L2 Asset Management
Massachusetts
$627K +$42.5K +206 +7%
WA
1040
Wealth Alliance
New York
$626K +$470K +2,275 +258%
CB
1041
CNB Bank
Pennsylvania
$626K -$92.1K -446 -12%
BFM
1042
Boothbay Fund Management
New York
$626K -$17.5K -85 -3%
HHCP
1043
Hilton Head Capital Partners
South Carolina
$623K +$614K +2,976 +1,793%
PCS
1044
Personal CFO Solutions
New Jersey
$616K -$19.6K -95 -3%
JSSH
1045
J. Safra Sarasin Holding
$614K -$132K -639 -17%
IB
1046
Intrust Bank
Kansas
$612K -$185K -898 -23%
CS
1047
Cannell & Spears
New York
$611K +$222K +1,075 +54%
HAG
1048
HighPoint Advisor Group
Illinois
$611K -$1.89M -9,140 -75%
USCWA
1049
U.S. Capital Wealth Advisors
Texas
$610K -$2.45M -11,865 -79%
TFA
1050
Transamerica Financial Advisors
Florida
$610K +$137K +665 +28%
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