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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1301
Kapstone Financial Advisors
Ohio
$300K – – –
WFI
1302
West Family Investments
California
$300K -$340K -1,646 -52%
MCA
1303
Magnolia Capital Advisors
Mississippi
$300K -$66.5K -322 -18%
LSIA
1304
LaSalle St. Investment Advisors
Illinois
$299K -$49.7K -241 -14%
BPWM
1305
BCS Private Wealth Management
New Jersey
$299K +$312K +1,510 New
FWP
1306
Falcon Wealth Planning
California
$299K +$31.4K +152 +11%
BAM
1307
Bayview Asset Management
Florida
$297K +$310K +1,500 New
C
1308
Certuity
Florida
$295K -$15.1K -73 -5%
GWP
1309
Gateway Wealth Partners
Wisconsin
$295K +$307K +1,486 New
HTIM
1310
Harbour Trust & Investment Management
Indiana
$295K -$169K -818 -36%
DWM
1311
Dogwood Wealth Management
Kansas
$294K -$151K -734 -33%
1WA
1312
180 Wealth Advisors
Washington
$290K -$28.1K -136 -9%
BFIM
1313
Beese Fulmer Investment Management
Ohio
$290K -$54.1K -262 -15%
SWM
1314
Selective Wealth Management
Virginia
$288K -$5.57K -27 -2%
CMF
1315
Counterpoint Mutual Funds
California
$288K +$300K +1,452 New
CA
1316
Cortland Associates
Missouri
$286K -$10.3K -50 -3%
AFP
1317
Ausdal Financial Partners
Iowa
$284K -$12.4K -60 -4%
LWA
1318
Legacy Wealth Advisors
Florida
$284K -$10.7K -52 -3%
SCM
1319
Stonehearth Capital Management
Massachusetts
$284K – – –
LWANC
1320
Laurel Wealth Advisors (North Carolina)
North Carolina
$284K – – –
JWS
1321
Juncture Wealth Strategies
Arizona
$282K -$206 -1 -0.1%
FI
1322
FWG Investments
Kentucky
$282K -$206 -1 -0.1%
YIA
1323
YHB Investment Advisors
Connecticut
$282K -$13K -63 -4%
AIM
1324
Anchor Investment Management
South Carolina
$281K – – –
FFS
1325
Founders Financial Securities
Maryland
$280K +$17.8K +86 +7%
51 52
53
54 55