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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
B
626
Bailard
California
$1.03M -$89.2K -741 -8%
WW
627
Waterfront Wealth
Kansas
$1.03M +$155K +1,286 +19%
SEC
628
Seven Eight Capital
New York
$1.02M -$270K -2,241 -20%
FAM
629
Formidable Asset Management
Ohio
$1M +$24.2K +201 +2%
JGCM
630
Joseph Group Capital Management
Ohio
$999K +$59.2K +492 +6%
CT
631
Coastline Trust
Rhode Island
$997K -$13.2K -110 -1%
FWTB
632
First Western Trust Bank
Colorado
$992K -$6.62K -55 -0.6%
S
633
SignatureFD
Georgia
$990K +$133K +1,102 +15%
CFA
634
CWS Financial Advisors
Michigan
$989K -$1.45K -12 -0.1%
OP
635
Oldfield Partners
United Kingdom
$988K -$554K -4,600 -35%
TH
636
TCTC Holdings
Texas
$980K – – –
HLOC
637
H.L. Ormond & Company
North Carolina
$974K -$10.1K -84 -1%
BAMF
638
BI Asset Management Fondsmaeglerselskab
Denmark
$969K -$283K -2,353 -22%
FWCM
639
Ferguson Wellman Capital Management
Oregon
$965K – – –
WSTAM
640
Wilbanks Smith & Thomas Asset Management
Virginia
$965K – – –
LC
641
Lindbrook Capital
California
$954K +$51.1K +424 +5%
MAM
642
Meeder Asset Management
Ohio
$946K +$81.4K +676 +9%
XT
643
XTX Topco
Cayman Islands
$940K +$974K +8,089 New
IIM
644
Ironwood Investment Management
Massachusetts
$934K -$61.4K -510 -6%
MG
645
Mather Group
Illinois
$932K -$57.6K -478 -6%
WCM
646
WealthBridge Capital Management
Ohio
$930K – – –
RP
647
Riverwater Partners
Wisconsin
$925K -$114K -943 -11%
SHGA
648
Sand Hill Global Advisors
California
$911K -$963 -8 -0.1%
CAM
649
Cubic Asset Management
Massachusetts
$907K – – –
SWM
650
Selective Wealth Management
Virginia
$906K -$534K -4,432 -36%
24 25
26
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