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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1151
Burney Company
Virginia
$454K -$244K -1,184 -34%
MPWT
1152
MassMutual Private Wealth & Trust
Connecticut
$451K +$13.2K +64 +3%
B
1153
Bailard
California
$449K -$68.7K -333 -13%
HR
1154
Howe & Rusling
New York
$447K +$160K +773 +52%
PFA
1155
Pure Financial Advisors
California
$445K +$78K +378 +20%
AA
1156
Ahara Advisors
New Jersey
$445K +$463K +2,243 New
AF
1157
Alerus Financial
North Dakota
$443K +$454K +2,199 +6,108%
SWM
1158
Stockman Wealth Management
Montana
$442K – – –
OWA
1159
Opal Wealth Advisors
New York
$441K +$60.1K +291 +15%
HCM
1160
Howard Capital Management
Georgia
$441K -$451K -2,187 -50%
AIC
1161
Archer Investment Corporation
Indiana
$437K – – –
FDDB
1162
Fidelity D&D Bancorp
Pennsylvania
$436K -$31K -150 -6%
ICP
1163
Impact Capital Partners
Colorado
$429K -$27.2K -132 -6%
NI
1164
Natural Investments
California
$428K +$17.5K +85 +4%
EFM
1165
E Fund Management
China
$427K +$445K +2,154 New
AWP
1166
Abacus Wealth Partners
California
$426K -$63.4K -307 -12%
FNT
1167
First Nebraska Trust
Nebraska
$426K – – –
BFO
1168
Biltmore Family Office
North Carolina
$423K -$20.8K -101 -5%
FHA
1169
Flagship Harbor Advisors
Massachusetts
$422K +$8.67K +42 +2%
AF
1170
Aviso Financial
Ontario, Canada
$422K -$35.7K -173 -8%
LMFP
1171
Larry Mathis Financial Planning
Arizona
$422K -$14.2K -69 -3%
TVPW
1172
Third View Private Wealth
Connecticut
$422K -$22.3K -108 -5%
KAS
1173
KPP Advisory Services
Kentucky
$421K – – –
TC
1174
TownSquare Capital
Utah
$421K +$26.4K +128 +6%
LWCFA
1175
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$420K +$33.6K +163 +8%
45 46
47
48 49