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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
Salvus Wealth Management
New Jersey
$2.87M -$2.84M -23,559 -49%
CPA
452
Capital Planning Advisors
California
$2.86M +$2.23M +18,479 +301%
GWM
453
Geneos Wealth Management
Colorado
$2.84M +$94.2K +782 +3%
IC
454
IEQ Capital
California
$2.75M +$885K +7,348 +45%
MOS
455
MGO One Seven
Ohio
$2.74M +$327K +2,716 +14%
EWM
456
Evercore Wealth Management
New York
$2.7M -$2.41K -20 -0.1%
PAM
457
Panagora Asset Management
Massachusetts
$2.69M +$199K +1,650 +8%
BMO
458
Beck Mack & Oliver
New York
$2.65M – – –
VF
459
Virtu Financial
New York
$2.64M +$2.74M +22,729 New
BCV
460
Banque Cantonale Vaudoise
Switzerland
$2.64M +$686K +5,700 +33%
EH
461
Equitable Holdings
New York
$2.63M -$144K -1,193 -5%
PFO
462
Pathstone Family Office
New Jersey
$2.63M +$601K +4,991 +28%
EF
463
Empowered Funds
Pennsylvania
$2.62M +$199K +1,651 +8%
API
464
Advisor Partners II
California
$2.59M +$2.68M +22,258 New
USAA
465
United Services Automobile Association
Texas
$2.58M +$102K +851 +4%
NMIMC
466
Northwestern Mutual Investment Management Company
Wisconsin
$2.52M -$199K -1,650 -7%
FCM
467
FJ Capital Management
Virginia
$2.52M -$482K -4,000 -15%
TWM
468
TriaGen Wealth Management
California
$2.51M +$652K +5,411 +33%
BBA
469
Baader Bank Aktiengesellschaft
Germany
$2.5M -$102K -850 -4%
SFP
470
Shepherd Financial Partners
Massachusetts
$2.5M +$8.07K +67 +0.3%
WPW
471
Waldron Private Wealth
Pennsylvania
$2.48M -$4.33K -36 -0.2%
ACM
472
Aubrey Capital Management
United Kingdom
$2.48M +$2.56M +21,300 New
CIP
473
Capital Insight Partners
Arizona
$2.46M -$25.4K -211 -1%
LI
474
LMCG Investments
Massachusetts
$2.46M -$10.5K -87 -0.4%
FF
475
Fluent Financial
Texas
$2.46M -$194K -1,613 -7%
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