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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1976
Capital Asset Advisory Services
Michigan
– -$201K -814 Closed
GWP
1977
Gen-Wealth Partners
Michigan
– -$162K -658 Closed
HWA
1978
Heartwood Wealth Advisors
Virginia
– -$159K -644 Closed
RA
1979
Rise Advisors
New York
– -$133K -540 Closed
CCM
1980
Cloud Capital Management
Washington
– -$89K -363 Closed
SIC
1981
Salem Investment Counselors
North Carolina
– -$79.8K -323 Closed
JWM
1982
JPL Wealth Management
Colorado
– -$77.3K -313 Closed
FLP
1983
Financial Life Planners
Arizona
– -$49.9K -202 Closed
TCM
1984
TruNorth Capital Management
Michigan
– -$40.7K -165 Closed
ATC
1985
Adirondack Trust Company
New York
– -$35.3K -143 Closed
HIMS
1986
Hager Investment Management Services
New Hampshire
– -$28.4K -115 Closed
PPA
1987
Painted Porch Advisors
California
– -$23.2K -94 Closed
ABWM
1988
Alpine Bank Wealth Management
Colorado
– -$17.3K -70 Closed
HHGA
1989
Halbert Hargrove Global Advisors
California
– -$17.3K -70 Closed
MCI
1990
MRP Capital Investments
Georgia
– -$17.3K -65 Closed
RA
1991
RiverPark Advisors
New York
– -$16.1K -65 Closed
PSFG
1992
Park Square Financial Group
Georgia
– -$14.8K -60 Closed
PAM
1993
Palisade Asset Management
Minnesota
– -$13.8K -56 Closed
NFSG
1994
Newbridge Financial Services Group
Florida
– -$11.5K -51 Closed
OWP
1995
ORG Wealth Partners
Texas
– -$11.9K -48 Closed
RCM
1996
Raleigh Capital Management
North Carolina
– -$11.9K -48 Closed
NC
1997
North Capital
Utah
– -$11.6K -47 Closed
FFC
1998
First Financial Corp
Indiana
– -$10.6K -43 Closed
MSWA
1999
Marshall & Sterling Wealth Advisors
New York
– -$9.63K -39 Closed
TCA
2000
Trifecta Capital Advisors
Illinois
– -$6.92K -28 Closed
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