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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1051
Peak Asset Management
Colorado
$838K – – –
LFAS
1052
Level Four Advisory Services
Texas
$830K +$81.1K +310 +12%
VDI
1053
Vaughan David Investments
Illinois
$826K -$13.1K -50 -2%
IAIM
1054
International Assets Investment Management
Florida
$823K +$120K +457 +19%
LWM
1055
Lakeridge Wealth Management
Ohio
$822K +$18K +69 +2%
VA
1056
Valmark Advisers
Ohio
$821K +$39.2K +150 +5%
WFC
1057
Western Financial Corp
California
$820K -$63.3K -242 -8%
TRIA
1058
Trail Ridge Investment Advisors
Colorado
$810K -$26.9K -103 -3%
RG
1059
Renaissance Group
Kentucky
$804K -$52.8K -202 -7%
IA
1060
IFC Advisors
California
$799K +$738K +2,823 New
DTL
1061
Dynamic Technology Lab
Singapore
$798K +$738K +2,820 New
SIG
1062
Sky Investment Group
Connecticut
$784K -$9.15K -35 -1%
HBT
1063
Heartland Bank & Trust
Illinois
$781K -$420K -1,607 -37%
RZH
1064
Relyea Zuckerberg Hanson
Connecticut
$779K +$73.2K +280 +11%
MCM
1065
Manchester Capital Management
Vermont
$779K +$23.5K +90 +3%
HWM
1066
Hohimer Wealth Management
Washington
$778K -$269K -1,028 -27%
CG
1067
Clarus Group
Texas
$777K -$117K -448 -14%
PCM
1068
Polymer Capital Management
New York
$777K +$357K +1,364 +99%
PIA
1069
Pinion Investment Advisors
Kansas
$777K +$71.4K +273 +11%
PDL
1070
Portfolio Design Labs
California
$772K -$333K -1,275 -32%
O3W
1071
Omni 360 Wealth
New Jersey
$770K -$3.14K -12 -0.4%
SFS
1072
Symphony Financial Services
Ohio
$766K -$12.3K -47 -2%
DIM
1073
Delta Investment Management
California
$763K -$24.8K -95 -3%
RFG
1074
Range Financial Group
Oregon
$762K +$368K +1,406 +109%
GAG
1075
GM Advisory Group
New York
$760K +$79K +302 +13%
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