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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
576
Baldwin Wealth Partners
Massachusetts
$195K – – –
CAW
577
Cornerstone Advisors (Washington)
Washington
$192K – – –
SWP
578
Stratos Wealth Partners
Ohio
$187K +$171K +3,312 New
YWP
579
YorkBridge Wealth Partners
New York
$178K -$15.2K -293 -8%
IA
580
IFP Advisors
Florida
$165K +$43.9K +848 +41%
CFG
581
Citizens Financial Group
Rhode Island
$152K – – –
BL
582
Balentine LLC
Georgia
$141K – – –
DCM
583
Dupont Capital Management
Delaware
$138K +$30K +580 +31%
FPFS
584
First Personal Financial Services
North Carolina
$124K +$57.5K +1,111 +102%
LWCFA
585
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K – – –
MCM
586
Manchester Capital Management
Vermont
$120K – – –
MOS
587
MGO One Seven
Ohio
$119K +$110K +2,117 New
VFA
588
Valeo Financial Advisors
Indiana
$118K +$4.32M +83,419 +13,675%
ST
589
Smithfield Trust
Pennsylvania
$113K – – –
GLI
590
Guardian Life Insurance
New York
$106K +$28.5K +550 +41%
ED
591
Exane Derivatives
France
$104K +$95.2K +1,840 New
AIS
592
AlphaOne Investment Services
Pennsylvania
$103K -$70.7K -1,366 -43%
FIB
593
First Interstate Bank
Montana
$92K -$7.76K -150 -8%
HI
594
Hudock Inc
Pennsylvania
$88K – – –
WTC
595
WhitTier Trust Company
Nevada
$76K +$25.9K +500 +59%
NSIM
596
North Star Investment Management
Illinois
$75K -$18.1K -350 -21%
PA
597
Parallel Advisors
California
$75K +$6.26K +121 +10%
EA
598
Edge Advisors
Georgia
$73K – – –
SLF
599
Sun Life Financial
Ontario, Canada
$72K -$156K -3,012 -70%
HSA
600
Hussman Strategic Advisors
Maryland
$68K – – –
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