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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1051
Beacon Financial Group
Texas
$984K +$7.67K +28 +0.8%
IAN
1052
Integrated Advisors Network
Texas
$983K -$33.7K -123 -3%
SWM
1053
Shelton Wealth Management
Texas
$976K -$123K -447 -11%
VA
1054
Valmark Advisers
Ohio
$974K +$206K +750 +26%
KIM
1055
Kane Investment Management
California
$972K -$187K -682 -16%
IFA
1056
Index Fund Advisors
California
$967K +$769K +2,807 +343%
IFG
1057
Independent Financial Group
California
$962K -$81.4K -297 -8%
KP
1058
Keel Point
Alabama
$960K -$6.85K -25 -0.7%
LCG
1059
Lynx Capital Group
Ohio
$959K – – –
CFA
1060
CWS Financial Advisors
Michigan
$953K +$86.6K +316 +10%
BA
1061
Bridgewater Advisors
New York
$950K +$1.92K +7 +0.2%
NL
1062
NWAM LLC
Washington
$949K -$16.2K -59 -2%
IAS
1063
Insigneo Advisory Services
Florida
$949K +$156K +570 +19%
DWM
1064
Defined Wealth Management
Oregon
$949K +$6.3K +23 +0.7%
SW
1065
SMART Wealth
Nebraska
$948K +$127K +462 +15%
LAM
1066
LECAP Asset Management
United Kingdom
$948K +$974K +3,552 New
BW
1067
Blalock Williams
Alabama
$943K -$142K -518 -13%
SFFS
1068
Stonehage Fleming Financial Services
Jersey
$943K -$65.8K -240 -6%
CG
1069
CFO4Life Group
Texas
$940K -$26K -95 -3%
ICP
1070
Impact Capital Partners
Colorado
$940K -$43.6K -159 -4%
BAM
1071
Blueshift Asset Management
New Jersey
$937K +$963K +3,513 New
LTAS
1072
Linden Thomas Advisory Services
North Carolina
$936K -$213K -778 -18%
BCM
1073
Boreal Capital Management
Florida
$932K +$957K +3,491 New
OTL
1074
Oak Thistle LLC
New York
$929K -$3.16M -11,546 -77%
SI
1075
Scharf Investments
California
$927K +$44.1K +161 +5%
41 42
43
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