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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
1076
Retireful LLC
Michigan
$644K +$676K +2,686 New
CA
1077
Claro Advisors
Massachusetts
$640K -$71K -282 -10%
KCIC
1078
Kuhn & Co Investment Counsel
Illinois
$639K – – –
MCM
1079
Manchester Capital Management
Vermont
$638K -$2.01K -8 -0.3%
CP
1080
Clarendon Private
Massachusetts
$636K +$668K +2,653 New
OCM
1081
One Capital Management
California
$634K -$3.27K -13 -0.5%
FWM
1082
FFT Wealth Management
Pennsylvania
$631K +$266K +1,057 +67%
LFAS
1083
Level Four Advisory Services
Texas
$629K +$38K +151 +6%
VCM
1084
Virtue Capital Management
Tennessee
$627K -$70.2K -279 -10%
FDDB
1085
Fidelity D&D Bancorp
Pennsylvania
$624K +$201K +800 +44%
VFA
1086
Voya Financial Advisors
Connecticut
$619K -$92.4K -367 -12%
AF
1087
Aviso Financial
Ontario, Canada
$618K -$235K -932 -27%
BW
1088
Bison Wealth
Georgia
$615K +$20.1K +80 +3%
CSWG
1089
Cardinal Strategic Wealth Guidance
Kentucky
$612K +$404K +1,605 +169%
FMLI
1090
Fukoku Mutual Life Insurance
Japan
$612K +$15.6K +62 +2%
CCA
1091
Coign Capital Advisors
Utah
$609K +$640K +2,543 New
JFG
1092
Jefferies Financial Group
New York
$608K -$5.58M -22,147 -90%
GL
1093
Gerber LLC
Ohio
$599K – – –
RZH
1094
Relyea Zuckerberg Hanson
Connecticut
$593K +$4.53K +18 +0.7%
FAFN
1095
First Affirmative Financial Network
Colorado
$593K +$58.2K +231 +10%
PIA
1096
Pinion Investment Advisors
Kansas
$592K +$622K +2,471 New
HIM
1097
Hillsdale Investment Management
Ontario, Canada
$592K -$88.1K -350 -12%
SWM
1098
Selective Wealth Management
Virginia
$592K – – –
AIA
1099
Affinity Investment Advisors
California
$591K -$104K -412 -14%
IAIM
1100
International Assets Investment Management
Florida
$590K +$25.2K +100 +4%
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