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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1051
Rathbones Group
United Kingdom
$260K +$256K +1,632 New
UW
1052
Unique Wealth
Florida
$259K -$54.3K -347 -18%
OC
1053
Oarsman Capital
Wisconsin
$258K +$254K +1,622 New
SP
1054
Stablepoint Partners
Massachusetts
$258K +$253K +1,619 New
DS
1055
DRW Securities
Illinois
$256K +$252K +1,608 New
AA
1056
Alta Advisers
United Kingdom
$255K – – –
FWA
1057
FSM Wealth Advisors
Ohio
$254K +$18.3K +117 +8%
HI
1058
Hudock Inc
Pennsylvania
$254K – – –
SAM
1059
Synergy Asset Management
Washington
$253K – – –
KI
1060
Kapitalo Investimentos
Brazil
$253K +$249K +1,588 New
CWM
1061
Centric Wealth Management
Illinois
$251K +$215K +1,376 New
LTI
1062
Laffer Tengler Investments
Tennessee
$250K +$6.26K +40 +3%
PWMG
1063
Provence Wealth Management Group
California
$248K +$8.14K +52 +3%
NI
1064
NDVR Inc
Massachusetts
$247K +$243K +1,551 New
OL
1065
OneFund LLC
Florida
$247K +$242K +1,548 New
MAG
1066
MRA Advisory Group
New Jersey
$246K +$157 +1 +0.1%
UCB
1067
United Community Bank
South Carolina
$246K -$70.1K -448 -23%
SFG
1068
SevenBridge Financial Group
Pennsylvania
$244K -$12.7K -81 -5%
MIS
1069
Morningstar Investment Services
Illinois
$244K +$241K +1,538 New
GHAM
1070
Gilman Hill Asset Management
Connecticut
$244K – – –
MIC
1071
Means Investment Company
Maine
$243K -$44K -281 -16%
EWA
1072
EP Wealth Advisors
California
$242K +$3.44K +22 +1%
CCM
1073
Chilton Capital Management
Texas
$241K – – –
AI
1074
Ariel Investments
Illinois
$241K +$15.2K +97 +7%
CRWM
1075
Castle Rock Wealth Management
California
$241K +$232K +1,483 New
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