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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
651
Marino Stram & Associates
Massachusetts
$607K +$8.54K +94 +2%
CG
652
CFO4Life Group
Texas
$604K +$11.5K +127 +2%
SIM
653
Sentry Investment Management
Wisconsin
$603K -$2.74M -30,162 -83%
ADL
654
Asset Dedication LLC
California
$603K -$85.2K -938 -13%
EF
655
Empirical Finance
Pennsylvania
$601K – – –
PWAG
656
Polaris Wealth Advisory Group
California
$601K +$571K +6,282 New
BC
657
Brookfield Corp
Ontario, Canada
$597K -$380K -4,179 -40%
MFM
658
MD Financial Management
Ontario, Canada
$593K +$563K +6,200 New
FDCC
659
Foster Dykema Cabot & Co
Massachusetts
$588K – – –
HF
660
HRT Financial
New York
$586K -$758K -8,344 -58%
CPA
661
Capital Planning Advisors
California
$586K – – –
ERSOT
662
Employees Retirement System of Texas
Texas
$583K -$7.45M -82,000 -93%
DADC
663
D.A. Davidson & Co
Montana
$576K +$158K +1,734 +40%
BOM
664
Bank of Marin
California
$566K +$29.1K +320 +6%
BAM
665
Berkshire Asset Management
Pennsylvania
$563K – – –
DCM
666
Donaldson Capital Management
Indiana
$560K +$25.7K +283 +5%
MCWS
667
McKinley Carter Wealth Services
West Virginia
$559K +$66.6K +733 +14%
TCM
668
Tuttle Capital Management
Connecticut
$551K +$523K +5,760 New
CGL
669
Clarius Group LLC
Washington
$547K +$122K +1,342 +31%
SS
670
Simplicity Solutions
Minnesota
$546K -$638K -7,020 -55%
CCA
671
Checchi Capital Advisers
California
$545K +$1.54K +17 +0.3%
AIA
672
Armor Investment Advisors
North Carolina
$542K – – –
CL
673
Choreo LLC
Illinois
$536K – – –
TWM
674
TMD Wealth Management
Arizona
$535K -$1.73K -19 -0.3%
DWT
675
Dorsey & Whitney Trust
South Dakota
$525K -$100K -1,103 -17%
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