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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1076
Belmont Capital
California
$920K +$384K +1,400 +68%
TCM
1077
Twin Capital Management
Pennsylvania
$920K -$8.5K -31 -0.9%
JRFS
1078
James Reed Financial Services
Ohio
$919K +$10.1K +37 +1%
SWM
1079
Seed Wealth Management
Illinois
$917K – – –
CAG
1080
Crestwood Advisors Group
Massachusetts
$916K +$26K +95 +3%
DEM
1081
Disciplined Equity Management
Florida
$910K -$2.74K -10 -0.3%
KBFS
1082
Kohmann Bosshard Financial Services
Ohio
$907K -$1.1K -4 -0.1%
FHA
1083
Flagship Harbor Advisors
Massachusetts
$904K +$1.92K +7 +0.2%
SAM
1084
Smartleaf Asset Management
Massachusetts
$903K -$274K -1,001 -23%
CAMG
1085
CWA Asset Management Group
Florida
$899K +$208K +757 +29%
WAM
1086
WealthTrust Asset Management
Florida
$888K -$188K -686 -17%
MC
1087
Moors & Cabot
Massachusetts
$887K -$18.1K -66 -2%
FB
1088
Fulton Bank
Pennsylvania
$883K -$520K -1,898 -36%
WIC
1089
Woodmont Investment Counsel
Tennessee
$878K +$4.66K +17 +0.5%
WFI
1090
West Family Investments
California
$876K +$427K +1,557 +90%
LFGO
1091
Legacy Financial Group (Oklahoma)
Oklahoma
$876K +$900K +3,282 New
OTPPB
1092
Ontario Teachers' Pension Plan Board
Ontario, Canada
$872K +$896K +3,267 New
CIAS
1093
Capital Investment Advisory Services
North Carolina
$870K -$13.2K -48 -1%
FCBT
1094
First Citizens Bank & Trust
North Carolina
$869K +$240K +876 +37%
GJWM
1095
Gilliland Jeter Wealth Management
Arkansas
$869K -$6.85K -25 -0.8%
BWP
1096
Baldwin Wealth Partners
Massachusetts
$855K – – –
T
1097
TOBAM
France
$850K -$1.25M -4,567 -59%
CFFP
1098
Center for Financial Planning
Michigan
$846K – – –
SFS
1099
Sowell Financial Services
Arkansas
$845K -$451K -1,647 -34%
KA
1100
Klingman & Associates
New York
$843K +$273K +996 +46%
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