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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
1076
Juncture Wealth Strategies
Arizona
$350K -$13.2K -71 -4%
AP
1077
Americana Partners
Texas
$347K +$64K +345 +26%
CFP
1078
Cascade Financial Partners
California
$346K +$315K +1,699 New
RK
1079
Rather & Kittrell
Tennessee
$346K +$2.97K +16 +1%
MNBTD
1080
Moody National Bank Trust Division
Texas
$345K +$309K +1,667 New
NL
1081
NWAM LLC
Washington
$345K +$64.6K +348 +27%
SCP
1082
Sivia Capital Partners
California
$344K +$557 +3 +0.2%
EDRH
1083
Edmond de Rothschild Holding
Switzerland
$340K +$30.8K +166 +11%
LWCFA
1084
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$339K – – –
RG
1085
Rathbones Group
United Kingdom
$338K – – –
AT
1086
Arden Trust
Delaware
$337K -$57.5K -310 -16%
EFG
1087
Everhart Financial Group
Ohio
$335K +$301K +1,620 New
SP
1088
Stablepoint Partners
Massachusetts
$335K – – –
AA
1089
Alta Advisers
United Kingdom
$331K – – –
SAM
1090
Synergy Asset Management
Washington
$328K – – –
RFN
1091
RDA Financial Network
Iowa
$328K -$35.1K -189 -11%
LA
1092
Legacy Advisors
Pennsylvania
$328K -$18.9K -102 -6%
HI
1093
Hudock Inc
Pennsylvania
$327K -$2.04K -11 -0.7%
EWA
1094
EP Wealth Advisors
California
$327K +$11.5K +62 +4%
UW
1095
Unique Wealth
Florida
$326K -$8.91K -48 -3%
DAS
1096
Dynamic Advisor Solutions
Arizona
$325K +$42.9K +231 +17%
MGWM
1097
Marks Group Wealth Management
Minnesota
$325K -$22.3K -120 -7%
CRWM
1098
Castle Rock Wealth Management
California
$324K +$9.09K +49 +3%
DLA
1099
Douglas Lane & Associates
New York
$324K -$170K -914 -37%
KIA
1100
KCM Investment Advisors
California
$324K +$291K +1,566 New
42 43
44
45 46