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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1101
Synovus Financial
Georgia
$525K +$28.8K +124 +6%
BWP
1102
BSW Wealth Partners
Colorado
$524K +$206K +888 +75%
I
1103
InceptionR
California
$522K +$109K +468 +29%
BC
1104
Belmont Capital
California
$520K – – –
ACM
1105
Allred Capital Management
Texas
$519K -$16.5K -71 -3%
FCBT
1106
First Citizens Bank & Trust
North Carolina
$517K -$2.56K -11 -0.5%
SIA
1107
Strategic Investment Advisors
Michigan
$513K -$83K -357 -15%
MPWT
1108
MassMutual Private Wealth & Trust
Connecticut
$513K -$6.04K -26 -1%
CIM
1109
Contravisory Investment Management
Massachusetts
$510K +$5.12K +22 +1%
KWM
1110
Kingsview Wealth Management
Oregon
$508K +$77.9K +335 +20%
HFA
1111
Harbert Fund Advisors
Alabama
$508K -$116K -500 -20%
FP
1112
Factorial Partners
New York
$508K – – –
NCFG
1113
New Century Financial Group
New Jersey
$502K +$31.6K +136 +7%
CAM
1114
Cidel Asset Management
Ontario, Canada
$502K -$67.4K -290 -13%
CS
1115
Cannell & Spears
New York
$501K +$459K +1,975 New
PCS
1116
Personal CFO Solutions
New Jersey
$499K -$34.4K -148 -7%
LIM
1117
Leavell Investment Management
Alabama
$493K -$33K -142 -7%
ICP
1118
Interchange Capital Partners
Pennsylvania
$491K -$1.16K -5 -0.3%
LAM
1119
Lewis Asset Management
California
$490K -$23.3K -100 -5%
OC
1120
Oarsman Capital
Wisconsin
$490K -$13.9K -60 -3%
SCM
1121
Stonehearth Capital Management
Massachusetts
$488K – – –
AI
1122
Atom Investors
Texas
$487K -$3.03M -13,035 -87%
PWMAG
1123
Pinnacle Wealth Management Advisory Group
New Jersey
$485K +$8.37K +36 +2%
WPC
1124
Waters Parkerson & Co
Louisiana
$484K +$114K +490 +35%
BCM
1125
Basswood Capital Management
New York
$482K – – –
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