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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1101
Empirical Asset Management
Massachusetts
$616K +$150K +742 +36%
PWP
1102
Perfromance Wealth Partners
Illinois
$613K +$2.82K +14 +0.5%
KCM
1103
Kathmere Capital Management
Pennsylvania
$612K +$26.4K +131 +5%
RCAG
1104
Rehmann Capital Advisory Group
Michigan
$607K +$7.86K +39 +1%
MCM
1105
Mendel Capital Management
Arkansas
$606K +$2.42K +12 +0.4%
BT
1106
Banque Transatlantique
France
$604K +$557K +2,763 New
CWS
1107
Confluence Wealth Services
Pennsylvania
$602K +$556K +2,758 New
PE
1108
PCM Encore
Colorado
$601K +$2.62K +13 +0.5%
ML
1109
McAdam LLC
Pennsylvania
$600K +$306K +1,516 +123%
KIA
1110
KCM Investment Advisors
California
$599K +$44.1K +219 +9%
SFS
1111
Sowell Financial Services
Arkansas
$599K -$58.4K -290 -10%
KCIC
1112
Kuhn & Co Investment Counsel
Illinois
$597K +$2.22K +11 +0.4%
IA
1113
IFC Advisors
California
$593K -$5.6M -27,793 -91%
GF
1114
Gabelli Funds
New York
$591K -$457K -2,270 -46%
CIM
1115
Cambria Investment Management
California
$590K +$118K +584 +28%
RZH
1116
Relyea Zuckerberg Hanson
Connecticut
$589K -$16.5K -82 -3%
SIM
1117
Stratos Investment Management
Ohio
$586K +$50.8K +252 +10%
BHWM
1118
Bar Harbor Wealth Management
New Hampshire
$583K – – –
TPI
1119
Trust Point Inc
Wisconsin
$582K -$4.43K -22 -0.8%
AA
1120
Ahara Advisors
New Jersey
$580K +$83K +412 +18%
LMFP
1121
Larry Mathis Financial Planning
Arizona
$579K +$106K +524 +25%
KAM
1122
Karani Asset Management
New York
$577K +$533K +2,643 New
BWA
1123
Basecamp Wealth Advisors
Washington
$575K -$1.21K -6 -0.2%
BCM
1124
Brookstone Capital Management
Illinois
$574K +$297K +1,473 +128%
PCS
1125
Personal CFO Solutions
New Jersey
$573K -$97.1K -482 -16%
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