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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
1226
Silver Oak Securities
Tennessee
$256K +$58K +277 +29%
DWA
1227
Douglass Winthrop Advisors
New York
$253K – – –
BCMO
1228
Buckingham Capital Management (Ohio)
Ohio
$253K – – –
CT
1229
Caldwell Trust
Florida
$252K – – –
BA
1230
Bristlecone Advisors
Washington
$252K – – –
IIA
1231
Integral Investment Advisors
California
$252K -$10K -48 -4%
M
1232
MOTCO
Texas
$250K – – –
CBA
1233
Coastal Bridge Advisors
Connecticut
$250K – – –
WCM
1234
Wallace Capital Management
Texas
$249K – – –
BTWM
1235
Baker Tilly Wealth Management
Wisconsin
$249K -$54.4K -260 -18%
LOIM
1236
Liberty One Investment Management
Illinois
$248K +$105K +504 +73%
MIC
1237
Means Investment Company
Maine
$248K -$32.2K -154 -11%
PWA
1238
Providence Wealth Advisors
Illinois
$248K – – –
SCA
1239
Sandy Cove Advisors
Massachusetts
$247K -$65.9K -315 -21%
PL
1240
Plancorp LLC
Missouri
$247K +$8.79K +42 +4%
PFM
1241
Phillips Financial Management
Indiana
$247K +$10.3K +49 +4%
AWM
1242
Aprio Wealth Management
Georgia
$246K +$42.3K +202 +21%
LSPW
1243
Lake Street Private Wealth
Illinois
$246K -$42.3K -202 -15%
RVPG
1244
Relative Value Partners Group
$246K +$247K +1,182 New
KFC
1245
Klingenstein Fields & Co
New York
$245K – – –
1SB
1246
1ST Source Bank
Indiana
$245K -$33.5K -160 -12%
BWP
1247
BSW Wealth Partners
Colorado
$245K +$4.4K +21 +2%
WA
1248
Wealth Architects
California
$244K +$2.3K +11 +0.9%
LWP
1249
LMG Wealth Partners
Louisiana
$244K – – –
VCM
1250
Vivaldi Capital Management
Illinois
$243K +$24.5K +117 +11%
48 49
50
51 52