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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1351
Regal Investment Advisors
Michigan
$324K +$323K +1,311 New
4WM
1352
49 Wealth Management
Texas
$323K -$5.67K -23 -2%
FFS
1353
Founders Financial Securities
Maryland
$322K -$19.5K -79 -6%
DBRC
1354
D.B. Root & Company
Pennsylvania
$322K -$7.15K -29 -2%
CCA
1355
Catalyst Capital Advisors
New York
$322K +$97.6K +396 +44%
TP
1356
Tranquility Partners
Tennessee
$321K – – –
FWIA
1357
Fort Washington Investment Advisors
Ohio
$321K – – –
IA
1358
IFG Advisory
Georgia
$320K -$12.6K -51 -4%
DWA
1359
Douglass Winthrop Advisors
New York
$320K +$18.7K +76 +6%
LOIM
1360
Liberty One Investment Management
Illinois
$319K +$11.6K +47 +4%
AWM
1361
Ameliora Wealth Management
Switzerland
$319K +$43.9K +178 +16%
IF
1362
Intrua Financial
Texas
$316K +$94.7K +384 +43%
EWM
1363
Evermay Wealth Management
Virginia
$316K -$247 -1 -0.1%
TTWM
1364
TCV Trust & Wealth Management
Virginia
$315K +$64.1K +260 +26%
CPA
1365
Capital Performance Advisors
California
$315K +$314K +1,275 New
FOA
1366
Five Oceans Advisors
California
$314K -$10.1K -41 -3%
LCS
1367
Levin Capital Strategies
New York
$313K +$247 +1 +0.1%
CWMS
1368
Cannon Wealth Management Services
North Carolina
$313K -$6.41K -26 -2%
WCA
1369
Westover Capital Advisors
Delaware
$312K +$311K +1,263 New
SAI
1370
Systematic Alpha Investments
New Jersey
$310K – – –
DA
1371
Drake & Associates
Wisconsin
$308K +$363K +1,472 New
RSWM
1372
Robertson Stephens Wealth Management
California
$304K +$50.3K +204 +20%
WCM
1373
Wallace Capital Management
Texas
$304K – – –
CPRC
1374
Consolidated Portfolio Review Corp
New York
$304K -$56.9K -231 -16%
GA
1375
Goldstein Advisors
Wisconsin
$303K +$23.4K +95 +8%
53 54
55
56 57