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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
476
NN Investment Partners Holdings
Netherlands
$135K
BWP
477
Baldwin Wealth Partners
Massachusetts
$123K
MFS
478
MSI Financial Services
Massachusetts
$117K -$5.22K -158 -5%
CAW
479
Cornerstone Advisors (Washington)
Washington
$116K
YWP
480
YorkBridge Wealth Partners
New York
$115K +$114K +3,440 New
RFS
481
Rockefeller Financial Services
New York
$102K
Creative Planning
482
Creative Planning
Kansas
$97K -$40.8K -1,235 -31%
CFG
483
Citizens Financial Group
Rhode Island
$96K
IA
484
IFP Advisors
Florida
$95K +$794 +24 +0.9%
FNBT
485
FineMark National Bank & Trust
Florida
$92K -$8.13K -246 -9%
HI
486
Hudock Inc
Pennsylvania
$83K
PA
487
Parallel Advisors
California
$80K +$74.4K +2,250 New
GLI
488
Guardian Life Insurance
New York
$79K +$1.39K +42 +2%
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K
MCM
490
Manchester Capital Management
Vermont
$76K
TCOV
491
Trust Company of Vermont
Vermont
$76K
Lazard Asset Management
492
Lazard Asset Management
New York
$60K
PIA
493
Piedmont Investment Advisors
North Carolina
$58.8K +$54K +1,632 +7,096%
ST
494
Smithfield Trust
Pennsylvania
$57K -$48.6K -1,469 -47%
SFS
495
Sowell Financial Services
Arkansas
$53K +$45.5K +1,375 New
WT
496
Whittier Trust
California
$43K
PG
497
Patten Group
Tennessee
$40K
NSIM
498
North Star Investment Management
Illinois
$39K
WTC
499
WhitTier Trust Company
Nevada
$30K
EA
500
Edge Advisors
Georgia
$30K +$28.6K +866 New