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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
DP
1951
Denver PWM
Colorado
– -$17.5K -73 Closed
PCWA
1952
Pacific Capital Wealth Advisors
California
– -$14.1K -59 Closed
FCMT
1953
Founders Capital Management (Texas)
Texas
– -$12K -50 Closed
HFS
1954
Hopwood Financial Services
Virginia
– -$12.1K -50 Closed
CAS
1955
Coppell Advisory Solutions
Texas
– -$9.82K -41 Closed
SC
1956
Stephens Consulting
Michigan
– -$8.87K -37 Closed
LDB
1957
Lee, Danner & Bass
Tennessee
– -$8.39K -35 Closed
FIA
1958
FPC Investment Advisory
California
– -$8.38K -34 Closed
MFG
1959
Menard Financial Group
Texas
– -$7.67K -32 Closed
DRP
1960
Decker Retirement Planning
Utah
– -$6.95K -29 Closed
CPL
1961
Capital & Planning LLC
Georgia
– -$3.83K -16 Closed
Capstone Investment Advisors
1962
Capstone Investment Advisors
New York
– -$3.92K -15 Closed
FS
1963
Financially Speaking
Colorado
– -$3.35K -14 Closed
CWP
1964
Concord Wealth Partners
Virginia
– -$1.44K -6 Closed
CF
1965
Conquis Financial
California
– -$1.44K -6 Closed
FWM
1966
FLP Wealth Management
Arkansas
– -$1.48K -6 Closed
FDCP
1967
Foster Dykema Cabot & Partners
Massachusetts
– -$1.44K -6 Closed
HFS
1968
Horizon Financial Services
North Carolina
– -$1.44K -6 Closed
CAM
1969
Creekmur Asset Management
Illinois
– -$1.2K -5 Closed
FG
1970
Fairman Group
Pennsylvania
– -$958 -4 Closed
SMAM
1971
Sugar Maple Asset Management
Wisconsin
– -$719 -3 Closed
RFG
1972
REAP Financial Group
Texas
– -$120 -1 Closed