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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
1126
Omni 360 Wealth
New Jersey
$555K – – –
FLPIM
1127
F.L. Putnam Investment Management
Massachusetts
$555K -$32.5K -144 -6%
MA
1128
MCF Advisors
Kentucky
$554K +$83.6K +370 +18%
YC
1129
Yarbrough Capital
Tennessee
$554K – – –
GAG
1130
GM Advisory Group
New York
$554K +$2.71K +12 +0.5%
AWM
1131
Avior Wealth Management
Nebraska
$554K -$148K -657 -21%
AT
1132
American Trust
Kentucky
$551K -$425K -1,880 -44%
TFA
1133
Transamerica Financial Advisors
Florida
$549K +$169K +748 +45%
IIM
1134
Intact Investment Management
Quebec, Canada
$547K – – –
SFWC
1135
Strategic Family Wealth Counselors
New Jersey
$546K +$605K +2,677 New
OWM
1136
Orgel Wealth Management
Wisconsin
$543K +$9.26K +41 +2%
1W
1137
1776 Wealth
Georgia
$542K +$18.7K +83 +4%
7WCP
1138
71 West Capital Partners
Massachusetts
$538K +$534K +2,364 New
FDDB
1139
Fidelity D&D Bancorp
Pennsylvania
$535K -$23.3K -103 -4%
RCAG
1140
Rehmann Capital Advisory Group
Michigan
$534K -$29.8K -132 -5%
AA
1141
Alta Advisers
United Kingdom
$532K -$158K -700 -23%
PF
1142
Prota Financial
Texas
$528K +$524K +2,320 New
RPCONE
1143
Retirement Planning Company of New England
Rhode Island
$527K +$523K +2,314 New
SCM
1144
Sterling Capital Management
North Carolina
$525K -$189K -835 -27%
HTIM
1145
Harbour Trust & Investment Management
Indiana
$525K – – –
AF
1146
Aviso Financial
Ontario, Canada
$525K -$4.97K -22 -0.9%
NB
1147
Northwest Bancshares
Pennsylvania
$524K -$150K -665 -22%
ICP
1148
Impact Capital Partners
Colorado
$522K -$54.2K -240 -9%
SFGM
1149
Stonebridge Financial Group (Missouri)
Missouri
$522K +$517K +2,291 New
BMWM
1150
Brown Miller Wealth Management
Virginia
$519K -$3.16K -14 -0.6%
44 45
46
47 48