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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
IB
501
Intrust Bank
Kansas
$205K +$200K +5,238 New
WDA
502
Wendell David Associates
New Hampshire
$204K +$198K +5,200 New
SC
503
SRB Corp
Massachusetts
$182K -$19.6K -514 -10%
SWA
504
Sutton Wealth Advisors
Florida
$163K
PSC
505
Prentiss Smith & Co
Vermont
$149K -$24K -630 -14%
DADC
506
D.A. Davidson & Co
Montana
$141K -$3.56M -93,336 -96%
BWP
507
Baldwin Wealth Partners
Massachusetts
$136K
YWP
508
YorkBridge Wealth Partners
New York
$130K -$5.34K -140 -4%
CAW
509
Cornerstone Advisors (Washington)
Washington
$128K
HSA
510
Hussman Strategic Advisors
Maryland
$125K -$22.9K -600 -16%
HHMI
511
Howard Hughes Medical Institute
Maryland
$110K +$108K +2,820 New
CFG
512
Citizens Financial Group
Rhode Island
$106K
IA
513
IFP Advisors
Florida
$104K -$1.72K -45 -2%
HI
514
Hudock Inc
Pennsylvania
$93K +$878 +23 +1%
GLI
515
Guardian Life Insurance
New York
$88K +$572 +15 +0.7%
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K
TCOV
517
Trust Company of Vermont
Vermont
$84K
MCM
518
Manchester Capital Management
Vermont
$83K
Lazard Asset Management
519
Lazard Asset Management
New York
$66K
ST
520
Smithfield Trust
Pennsylvania
$64K
RIM
521
Rampart Investment Management
Connecticut
$63K +$61.7K +1,616 New
WT
522
Whittier Trust
California
$59K +$11.8K +309 +26%
PA
523
Parallel Advisors
California
$48K -$40.4K -1,058 -47%
NSIM
524
North Star Investment Management
Illinois
$43K
FPFS
525
First Personal Financial Services
North Carolina
$43K +$38.2K +1,000 +1,099%