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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1351
Evermay Wealth Management
Virginia
$305K +$13.6K +60 +5%
CPA
1352
Capital Performance Advisors
California
$304K +$13.1K +58 +5%
BCWM
1353
Bartlett & Co Wealth Management
Ohio
$303K -$44.7K -198 -13%
PCM
1354
Prelude Capital Management
New York
$303K +$115K +511 +62%
PFM
1355
Phillips Financial Management
Indiana
$303K +$2.03K +9 +0.7%
BCM
1356
Brookstone Capital Management
Illinois
$301K -$21.5K -95 -7%
BI
1357
Bradyco Inc
Massachusetts
$301K – – –
4WM
1358
49 Wealth Management
Texas
$300K +$1.81K +8 +0.6%
FFS
1359
Founders Financial Securities
Maryland
$299K +$2.26K +10 +0.8%
SQA
1360
Simon Quick Advisors
New Jersey
$299K +$21.7K +96 +8%
MWP
1361
Madison Wealth Partners
Wisconsin
$299K +$296K +1,312 New
DOA
1362
D'Orazio & Associates
Virginia
$299K -$7.23K -32 -2%
SWM
1363
Selective Wealth Management
Virginia
$298K -$168K -745 -34%
GFP
1364
Gryphon Financial Partners
Ohio
$297K -$514K -2,274 -64%
TCA
1365
Transcend Capital Advisors
New Jersey
$296K +$294K +1,302 New
DA
1366
Drake & Associates
Wisconsin
$296K -$38.8K -172 -12%
TP
1367
Tranquility Partners
Tennessee
$296K – – –
DBRC
1368
D.B. Root & Company
Pennsylvania
$295K -$1.58K -7 -0.5%
VEA
1369
Virtus ETF Advisers
New York
$295K +$292K +1,295 New
GPW
1370
Genesis Private Wealth
Virginia
$294K -$17.2K -76 -6%
IF
1371
Intrua Financial
Texas
$293K +$1.81K +8 +0.6%
IIA
1372
ICW Investment Advisors
Arizona
$293K +$291K +1,287 New
RIG
1373
RiverFront Investment Group
Virginia
$293K -$46.7K -207 -14%
TYCC
1374
Texas Yale Capital Corp
Florida
$292K -$80.2K -355 -22%
HT
1375
Headlands Technologies
Illinois
$291K -$3.02M -13,383 -91%
53 54
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