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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1151
L2 Asset Management
Massachusetts
$702K +$37.6K +137 +5%
GCM
1152
Gallacher Capital Management
Colorado
$701K +$353K +1,289 +96%
PCS
1153
Personal CFO Solutions
New Jersey
$696K +$1.1K +4 +0.2%
GAG
1154
GM Advisory Group
New York
$695K -$22.5K -82 -3%
BWG
1155
Balanced Wealth Group
Ohio
$694K -$39.2K -143 -5%
AWM
1156
Axxcess Wealth Management
California
$691K +$323K +1,180 +84%
PW
1157
Pandora Wealth
Illinois
$691K -$18.1K -66 -2%
RCAG
1158
Rehmann Capital Advisory Group
Michigan
$687K +$231K +841 +48%
TWM
1159
TriaGen Wealth Management
California
$685K -$12.6K -46 -2%
TCM
1160
Tuttle Capital Management
Connecticut
$683K +$90.5K +330 +15%
OCM
1161
One Capital Management
California
$680K +$56.7K +207 +9%
KFS
1162
Kaizen Financial Strategies
California
$679K +$244K +890 +54%
TA
1163
TrueWealth Advisors
Alabama
$678K +$88.5K +323 +15%
OFS
1164
Orrstown Financial Services
Pennsylvania
$677K +$63.9K +233 +10%
MPWT
1165
MassMutual Private Wealth & Trust
Connecticut
$673K +$14.8K +54 +2%
IAIM
1166
International Assets Investment Management
Florida
$673K -$105K -384 -13%
FRM
1167
Fox Run Management
Connecticut
$672K +$690K +2,518 New
RB
1168
Renasant Bank
Mississippi
$670K +$6.58K +24 +1%
CPM
1169
Connective Portfolio Management
New York
$667K – – –
GL
1170
Gerber LLC
Ohio
$667K – – –
DWM
1171
Drive Wealth Management
Utah
$664K +$72.9K +266 +12%
ACM
1172
Ashford Capital Management
Delaware
$660K – – –
TPI
1173
Trust Point Inc
Wisconsin
$659K +$278K +1,014 +70%
SAM
1174
Strategy Asset Managers
California
$659K -$20.6K -75 -3%
FDDB
1175
Fidelity D&D Bancorp
Pennsylvania
$654K -$42.5K -155 -6%
45 46
47
48 49