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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
SSA
626
South Street Advisors
New York
$248K
CAW
627
Cornerstone Advisors (Washington)
Washington
$248K +$2.96K +46 +1%
HIC
628
Holderness Investments Company
North Carolina
$245K +$222K +3,450 New
PSC
629
Prentiss Smith & Co
Vermont
$244K
LSAG
630
Lake Street Advisors Group
New Hampshire
$241K -$171K -2,665 -44%
WSFS
631
Wilmington Savings Fund Society
Delaware
$238K -$2.32K -36 -1%
MWM
632
Meridian Wealth Management
Kentucky
$233K -$119K -1,850 -36%
YWP
633
YorkBridge Wealth Partners
New York
$232K -$4.44K -69 -2%
SL
634
Signition LP
New York
$230K -$995K -15,471 -83%
MCM
635
MAI Capital Management
Ohio
$226K +$205K +3,186 New
VFA
636
Valeo Financial Advisors
Indiana
$222K -$5.4K -84 -0.1%
CTA
637
Chesley Taft & Associates
Illinois
$222K +$201K +3,120 New
CFG
638
Citizens Financial Group
Rhode Island
$215K
FWCM
639
Ferguson Wellman Capital Management
Oregon
$213K +$193K +3,000 New
WKWM
640
Walter & Keenan Wealth Management
Indiana
$213K +$193K +3,000 New
MA
641
Mutual Advisors
Nebraska
$211K +$191K +2,967 New
SFP
642
Shepherd Financial Partners
Massachusetts
$210K
GWM
643
Geneos Wealth Management
Colorado
$208K +$159K +2,474 +529%
Baird Financial Group
644
Baird Financial Group
Wisconsin
$208K +$189K +2,945 New
HAG
645
HighPoint Advisor Group
Illinois
$208K +$191K +2,966 New
WAM
646
Weiss Asset Management
Massachusetts
$206K +$187K +2,903 New
CFB
647
Cullen/Frost Bankers
Texas
$204K -$75.4K -1,172 -29%
BWP
648
Baldwin Wealth Partners
Massachusetts
$204K -$38.1K -592 -17%
NSIM
649
North Star Investment Management
Illinois
$198K
IUHSA
650
Itau Unibanco Holding S.A.
Brazil
$194K -$192K -2,985 -52%