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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
1101
Walled Lake Planning & Wealth Management
Illinois
– -$42K -462 Closed
EWA
1102
Evolution Wealth Advisors
Florida
– -$41K -453 Closed
SFP
1103
Sterling Financial Planning
New Jersey
– -$40K -446 Closed
VCM
1104
Vigilant Capital Management
Maine
– -$22K -246 Closed
EBA
1105
Eagle Bay Advisors
New York
– -$21.8K -228 Closed
DOA
1106
D'Orazio & Associates
Virginia
– -$20K -221 Closed
CDIA
1107
Capital Directions Investment Advisors
Georgia
– -$19K -211 Closed
JCM
1108
Jacobi Capital Management
Pennsylvania
– -$15K -170 Closed
IF
1109
Ironwood Financial
Arizona
– -$15K -165 Closed
RFWA
1110
RPg Family Wealth Advisory
Massachusetts
– -$14.4K -159 Closed
CAGAS
1111
Capital Advisory Group Advisory Services
Minnesota
– -$14K -155 Closed
RA
1112
Resolute Advisors
California
– -$13K -145 Closed
BC
1113
Bartlett & Co
Ohio
– -$11K -125 Closed
BCWM
1114
Bartlett & Co Wealth Management
Ohio
– -$11.3K -125 Closed
KIG
1115
Kowal Investment Group
Wisconsin
– -$8K -94 Closed
CFD
1116
Creative Financial Designs
Indiana
– -$8K -92 Closed
OSNBOA
1117
Old Second National Bank of Aurora
Illinois
– -$5K -58 Closed
LWM
1118
Liberty Wealth Management
California
– -$6K -56 Closed
BMD
1119
Better Money Decisions
New Mexico
– -$5K -54 Closed
IFAM
1120
Institutional & Family Asset Management
Colorado
– -$5K -54 Closed
AWM
1121
Atticus Wealth Management
Florida
– -$2K -26 Closed
APWA
1122
Atlas Private Wealth Advisors
New Jersey
– -$2K -20 Closed
GKWIM
1123
Gerber Kawasaki Wealth & Investment Management
California
– -$1K -1 Closed
RPCONE
1124
Retirement Planning Company of New England
Rhode Island
– +$573 +6 New
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