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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
1051
Kestra Private Wealth Services
Texas
– -$207K -2,106 Closed
PBO
1052
Peoples Bank (Ohio)
Ohio
– -$207K -2,105 Closed
EP
1053
Edgestream Partners
New Jersey
– -$204K -2,073 Closed
NRI
1054
NFP Retirement Inc
California
– -$200K -2,040 Closed
EFSCE
1055
Enterprise Financial Services Corp (EFSC)
Missouri
– -$67K -681 Closed
SFO
1056
Standard Family Office
South Dakota
– -$57K -583 Closed
CFO
1057
CVA Family Office
Colorado
– -$49K -498 Closed
WP
1058
WealthShield Partners
North Carolina
– -$42K -430 Closed
KFP
1059
KB Financial Partners
New Jersey
– -$40K -404 Closed
SB
1060
Strategic Blueprint
Georgia
– -$34K -344 Closed
AWM
1061
AllSquare Wealth Management
New York
– -$15K -150 Closed
CMF
1062
Counterpoint Mutual Funds
California
– -$13K -135 Closed
SL
1063
Savior LLC
Massachusetts
– -$13K -128 Closed
BFA
1064
Brendel Financial Advisors
New Hampshire
– -$7K -70 Closed
CCC
1065
Crescent Capital Consulting
Louisiana
– -$7K -69 Closed
RDWM
1066
Red Door Wealth Management
Tennessee
– -$5K -53 Closed
SJIM
1067
St. Johns Investment Management
Florida
– -$3K -29 Closed
GI
1068
Gradient Investments
Minnesota
– -$2.57K -27 -90%
PWP
1069
Personal Wealth Partners
Minnesota
– -$2K -18 Closed
PI
1070
PEAK6 Investments
Illinois
– -$572 -6 Closed
TFA
1071
Transamerica Financial Advisors
Florida
– -$1K -5 Closed
CPC
1072
Consolidated Planning Corp
Georgia
– +$95 +1 New
MWM
1073
Mascoma Wealth Management
New Hampshire
– +$95 +1 New
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