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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1526
NCM Capital Management
New Jersey
$238K – – –
MBT
1527
Montecito Bank & Trust
California
$236K +$218K +835 New
TFF
1528
The Family Firm
Maryland
$236K +$218K +834 New
CWM
1529
Cornerstone Wealth Management
Missouri
$235K -$5.49K -21 -2%
AI
1530
Ariel Investments
Illinois
$234K +$217K +828 New
MTC
1531
Matrix Trust Company
Colorado
$234K +$57.8K +221 +37%
ACG
1532
Allen Capital Group
Nebraska
$234K +$216K +826 New
SCA
1533
Stillwater Capital Advisors
Pennsylvania
$234K +$216K +826 New
PGFC
1534
Peapack-Gladstone Financial Corp
New Jersey
$233K +$216K +824 New
WAM
1535
Weatherly Asset Management
California
$233K -$13.1K -50 -6%
WG
1536
Winton Group
United Kingdom
$232K -$58.3K -223 -21%
FFC
1537
Frederick Financial Consultants
Maryland
$232K +$214K +818 New
IFA
1538
Index Fund Advisors
California
$232K +$214K +818 New
MM
1539
MQS Management
New York
$232K +$214K +818 New
CCG
1540
Cypress Capital Group
Florida
$231K +$214K +817 New
FCFC
1541
First Commonwealth Financial Corp
Pennsylvania
$231K -$27.7K -106 -11%
MGWM
1542
Marks Group Wealth Management
Minnesota
$230K -$8.63K -33 -4%
QFA
1543
Quantum Financial Advisors
California
$229K +$212K +810 New
BFF
1544
Byrne Financial Freedom
Massachusetts
$228K -$23.3K -89 -10%
FA
1545
Fedenia Advisers
Wisconsin
$227K -$12.8K -49 -6%
EP
1546
Edgestream Partners
New Jersey
$227K -$3.49M -13,343 -94%
MW
1547
Maia Wealth
Colorado
$227K +$213K +813 New
DJSG
1548
D.J. St. Germain
Massachusetts
$226K – – –
AHC
1549
Adell Harriman & Carpenter
Texas
$226K +$209K +799 New
MWP
1550
Madison Wealth Partners
Wisconsin
$226K +$209K +798 New
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