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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1176
BSW Wealth Partners
Colorado
$505K -$7.89K -32 -2%
SCP
1177
Sivia Capital Partners
California
$504K +$87K +353 +21%
SIM
1178
Stratos Investment Management
Ohio
$503K -$10.8K -44 -2%
SAMC
1179
Spectrum Asset Management (California)
California
$497K +$496K +2,012 New
MTC
1180
Matrix Trust Company
Colorado
$495K +$173K +700 +54%
CS
1181
Cannell & Spears
New York
$494K -$4.44K -18 -0.9%
CG
1182
Castellan Group
Kentucky
$494K – – –
FP
1183
Factorial Partners
New York
$494K – – –
MWA
1184
Martel Wealth Advisors
Washington
$494K – – –
CIM
1185
Contravisory Investment Management
Massachusetts
$492K -$3.21K -13 -0.6%
BFG
1186
Birch Financial Group
New Hampshire
$491K +$83.3K +338 +20%
FI
1187
Finivi Inc
Massachusetts
$489K +$1.73K +7 +0.4%
AIA
1188
Affinity Investment Advisors
California
$486K – – –
SAM
1189
Silvercrest Asset Management
New York
$485K -$68.3K -277 -12%
PWMAG
1190
Pinnacle Wealth Management Advisory Group
New Jersey
$483K -$15.5K -63 -3%
APA
1191
Astoria Portfolio Advisors
New York
$482K -$54.5K -221 -10%
EC
1192
EntryPoint Capital
New York
$481K +$480K +1,947 New
NI
1193
Natural Investments
California
$479K -$24.9K -101 -5%
MMA
1194
Miracle Mile Advisors
California
$478K -$23.7K -96 -5%
LAM
1195
Lewis Asset Management
California
$477K – – –
WSFG
1196
Wall Street Financial Group
Illinois
$477K -$13.1K -53 -3%
NWWA
1197
New Wave Wealth Advisors
Arkansas
$477K +$15.3K +62 +3%
BWP
1198
Bernardo Wealth Planning
Pennsylvania
$476K +$3.21K +13 +0.7%
KFS
1199
Kaizen Financial Strategies
California
$474K -$69.5K -282 -11%
LSA
1200
Lion Street Advisors
Texas
$474K +$572K +2,322 +87%
46 47
48
49 50