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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
626
Jaffetilchin Investment Partners
Florida
$230K -$524K -8,557 -69%
FIM
627
Freedom Investment Management
Connecticut
$229K -$484K -7,906 -67%
DCM
628
Donaldson Capital Management
Indiana
$221K -$18K -294 -7%
1SB
629
1ST Source Bank
Indiana
$213K
SFM
630
Signet Financial Management
New Jersey
$213K
VFA
631
Valeo Financial Advisors
Indiana
$212K +$92K +1,503 +2%
SFP
632
Shepherd Financial Partners
Massachusetts
$212K +$217K +3,550 New
WCWM
633
Willow Creek Wealth Management
California
$211K
MA
634
MANA Advisors
New York
$210K +$217K +3,547 New
SCC
635
Spring Creek Capital
Kansas
$209K +$217K +3,538 New
SSA
636
South Street Advisors
New York
$207K
Lido Advisors
637
Lido Advisors
California
$207K +$215K +3,508 New
EDRH
638
Edmond de Rothschild Holding
Switzerland
$206K +$213K +3,477 New
BWP
639
Baldwin Wealth Partners
Massachusetts
$205K
CAN
640
Cetera Advisor Networks
California
$205K +$3.06K +50 +1%
CAW
641
Cornerstone Advisors (Washington)
Washington
$204K +$3.37K +55 +2%
WIC
642
Woodmont Investment Counsel
Tennessee
$204K +$211K +3,450 New
PSC
643
Prentiss Smith & Co
Vermont
$203K
TG
644
TLP Group
Illinois
$203K +$210K +3,438 New
FCBT
645
First Citizens Bank & Trust
North Carolina
$202K -$51.6K -843 -20%
SPIA
646
Steward Partners Investment Advisory
New York
$201K +$111K +1,819 +115%
WSFS
647
Wilmington Savings Fund Society
Delaware
$200K +$2.27K +37 +1%
MIFH
648
Migdal Insurance & Financial Holdings
Israel
$200K +$205K +3,343 +8,572%
YWP
649
YorkBridge Wealth Partners
New York
$198K -$1.59K -26 -0.8%
CFG
650
Citizens Financial Group
Rhode Island
$179K