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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
426
NN Investment Partners Holdings
Netherlands
$120K -$466K -14,300 -79%
PSC
427
Prentiss Smith & Co
Vermont
$120K
WIC
428
Woodmont Investment Counsel
Tennessee
$112K +$116K +3,550 New
AG
429
Advisor Group
Arizona
$110K -$152K -4,665 -57%
BWP
430
Baldwin Wealth Partners
Massachusetts
$109K -$28.5K -875 -20%
MFS
431
MSI Financial Services
Massachusetts
$109K +$30.4K +935 +37%
CAW
432
Cornerstone Advisors (Washington)
Washington
$103K +$21.5K +660 +25%
ST
433
Smithfield Trust
Pennsylvania
$98K -$114K -3,511 -53%
RFS
434
Rockefeller Financial Services
New York
$90K -$107K -3,296 -53%
FNBT
435
FineMark National Bank & Trust
Florida
$89K -$9.44K -290 -9%
CFG
436
Citizens Financial Group
Rhode Island
$85K
IA
437
IFP Advisors
Florida
$84K -$1.5K -46 -2%
HI
438
Hudock Inc
Pennsylvania
$74K
GLI
439
Guardian Life Insurance
New York
$69K -$326 -10 -0.5%
LWCFA
440
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K
TCOV
441
Trust Company of Vermont
Vermont
$67K -$2.93K -90 -4%
MCM
442
Manchester Capital Management
Vermont
$67K
Lazard Asset Management
443
Lazard Asset Management
New York
$53K
ASN
444
Advisory Services Network
Georgia
$51K -$264K -8,110 -83%
PMFA
445
Plante Moran Financial Advisors
Michigan
$50K +$52K +1,596 New
SAMC
446
Shinko Asset Management Company
Japan
$48K
WT
447
Whittier Trust
California
$38K
NSIM
448
North Star Investment Management
Illinois
$35K
PG
449
Patten Group
Tennessee
$33.8K
WTC
450
WhitTier Trust Company
Nevada
$27K -$4.88K -150 -15%