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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
501
Weatherly Asset Management
California
$407K -$4.81K -93 -1%
GCA
502
Gideon Capital Advisors
New York
$401K -$105K -2,038 -22%
DCM
503
Driehaus Capital Management
Illinois
$399K – – –
AI
504
Atria Investments
North Carolina
$377K +$346K +6,696 New
LOAME
505
Lombard Odier Asset Management (Europe)
United Kingdom
$371K -$52.1K -1,008 -13%
PP
506
Paloma Partners
Connecticut
$367K -$654K -12,633 -66%
CCA
507
Checchi Capital Advisers
California
$363K -$13.9K -269 -4%
NB
508
Northwest Bancshares
Pennsylvania
$363K +$334K +6,450 New
OWA
509
One Wealth Advisors
California
$357K +$328K +6,346 New
WSTAM
510
Wilbanks Smith & Thomas Asset Management
Virginia
$356K – – –
CT
511
Coastline Trust
Rhode Island
$356K +$37.2K +720 +13%
CA
512
Cortland Associates
Missouri
$349K +$321K +6,196 New
MSA
513
Marino Stram & Associates
Massachusetts
$346K +$318K +6,145 New
FDCC
514
Foster Dykema Cabot & Co
Massachusetts
$345K – – –
LSAG
515
Lake Street Advisors Group
New Hampshire
$345K +$317K +6,119 New
CPA
516
Capital Planning Advisors
California
$344K – – –
DSC
517
Duncker Streett & Co
Missouri
$342K +$314K +6,075 New
AIA
518
Armor Investment Advisors
North Carolina
$339K – – –
GT
519
Glenview Trust
Kentucky
$338K – – –
PL
520
Parkwood LLC
Ohio
$337K +$94.7K +1,831 +44%
BFS
521
Bradley Foster & Sargent
Connecticut
$336K -$20.7K -400 -6%
FMLI
522
Fukoku Mutual Life Insurance
Japan
$332K -$31K -600 -9%
CG
523
Caprock Group
Idaho
$332K +$3.21K +62 +1%
CG
524
Colony Group
Massachusetts
$330K -$76.7K -1,483 -20%
PAM
525
Peak Asset Management
Colorado
$327K -$35.4K -684 -11%
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