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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1301
Cascade Financial Partners
California
$336K -$18.1K -72 -5%
AA
1302
ALPS Advisors
Colorado
$335K – – –
RFN
1303
RDA Financial Network
Iowa
$335K -$14.1K -56 -4%
BPW
1304
Bingham Private Wealth
California
$334K +$351K +1,393 New
VC
1305
Vicus Capital
Pennsylvania
$333K +$350K +1,391 New
VIA
1306
Virtus Investment Advisers
Connecticut
$333K – – –
PCM
1307
Polymer Capital Management
New York
$331K +$348K +1,382 New
BP
1308
BNP Paribas
France
$330K -$3.18M -12,634 -90%
DE
1309
Diversified Enterprises
Delaware
$330K +$13.1K +52 +4%
PAG
1310
Poinciana Advisors Group
Florida
$329K +$346K +1,373 New
TNBTD
1311
Trustmark National Bank Trust Department
Mississippi
$326K -$503 -2 -0.1%
KA
1312
Klingman & Associates
New York
$325K -$15.6K -62 -4%
NHT
1313
New Hampshire Trust
New Hampshire
$325K -$2.52K -10 -0.7%
SIG
1314
Stonegate Investment Group
Alabama
$325K +$342K +1,357 New
FFWA
1315
Forthright Family Wealth Advisory
Texas
$322K -$15.9K -63 -4%
OF
1316
Optimize Financial
California
$322K +$338K +1,342 New
CG
1317
Corundum Group
Colorado
$321K -$48.3K -192 -13%
WW
1318
Waterfront Wealth
Kansas
$320K – – –
AWM
1319
Axxcess Wealth Management
California
$320K -$288K -1,144 -46%
UW
1320
Unique Wealth
Florida
$318K -$64.4K -256 -16%
TF
1321
Trek Financial
Arizona
$318K -$2.77K -11 -0.8%
BI
1322
Bradyco Inc
Massachusetts
$316K +$332K +1,320 New
FP
1323
Fiduciary Planning
Florida
$313K -$2.01K -8 -0.6%
BFA
1324
Beacon Financial Advisory
Ohio
$313K +$7.3K +29 +2%
CPC
1325
Cookson Peirce & Co
Pennsylvania
$313K -$4.28K -17 -1%
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