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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
C
626
Cerebellum
California
$453K +$461K +5,866 New
GH
627
GAM Holding
Switzerland
$449K -$597K -7,589 -57%
LOAME
628
Lombard Odier Asset Management (Europe)
United Kingdom
$448K – – –
IWS
629
Insight Wealth Strategies
California
$445K +$453K +5,761 New
NA
630
NewEdge Advisors
Louisiana
$442K +$187K +2,383 +63%
CL
631
Choreo LLC
Illinois
$437K -$19K -241 -4%
AIA
632
Armor Investment Advisors
North Carolina
$434K – – –
TNB
633
TCF National Bank
South Dakota
$429K +$437K +5,560 New
AWM
634
AE Wealth Management
Kansas
$423K -$509K -6,471 -54%
BIM
635
Baldwin Investment Management
Pennsylvania
$415K – – –
NB
636
Northwest Bancshares
Pennsylvania
$414K -$62.2K -791 -13%
SC
637
Savant Capital
Illinois
$413K +$53.6K +682 +15%
O
638
Ossiam
France
$411K -$36.9K -469 -8%
SCM
639
Stonehearth Capital Management
Massachusetts
$408K – – –
CCP
640
Corient Capital Partners
California
$408K +$85.7K +1,090 +26%
P
641
Pitcairn
Pennsylvania
$405K -$54.5K -693 -12%
MIH
642
Meitav Investment House
Israel
$404K -$448K -5,701 -52%
BFS
643
Bradley Foster & Sargent
Connecticut
$404K – – –
WDA
644
Wendell David Associates
New Hampshire
$404K – – –
CIC
645
Crawford Investment Counsel
Georgia
$400K – – –
BP
646
Ballentine Partners
Massachusetts
$398K -$157 -2 -0%
SFP
647
Shepherd Financial Partners
Massachusetts
$398K +$10.5K +134 +3%
PI
648
Putnam Investments
Massachusetts
$397K -$15.3K -195 -4%
CG
649
Cutler Group
California
$391K -$1.45M -18,437 -78%
GFA
650
Gifford Fong Associates
California
$386K – – –
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