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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
GSC
401
Ground Swell Capital
South Carolina
$16K +$15.2K +614 New
CTC
402
Central Trust Company
Missouri
$14K
GAM
403
Gemmer Asset Management
California
$13K
CHC
404
City Holding Co
West Virginia
$12K
HR
405
Howe & Rusling
New York
$12K +$11.9K +482 New
FMP
406
Financial Management Professionals
Texas
$10K
HRIA
407
Haberer Registered Investment Advisor
Ohio
$10K
Envestnet Asset Management
408
Envestnet Asset Management
Illinois
$9K -$18.3K -740 -66%
MFS
409
MSI Financial Services
Massachusetts
$9K
MUMSS
410
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K +$6.44K +260 +236%
TWA
411
TCI Wealth Advisors
Arizona
$8K
BFEC
412
Benjamin F. Edwards & Company
Missouri
$7K
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
CAW
414
Cornerstone Advisors (Washington)
Washington
$5K +$1.56K +63 +44%
TFO
415
Tarbox Family Office
California
$4K
JIC
416
Joel Isaacson & Co
New York
$3K
ACS
417
Archford Capital Strategies
Illinois
$2.76K +$2.7K +109 New
BOK
418
Bank of Kentucky
Kentucky
$2K
S
419
SignatureFD
Georgia
$2K +$1.76K +71 New
Capital World Investors
420
Capital World Investors
California
-$71.4M -2,950,000 Closed
SIG
421
Schooner Investment Group
Pennsylvania
-$3.63M -150,000 Closed
CIS
422
Capital International Sarl
California
-$1.86M -77,000 Closed
CII
423
Capital International Inc
California
-$1.7M -70,002 Closed
DC
424
Deere & Company
Illinois
-$1.61M -66,507 Closed
Wellington Management Group
425
Wellington Management Group
Massachusetts
-$1.26M -51,923 Closed