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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
676
Renaissance Investment Group
Massachusetts
$239K – – –
HB
677
Homrich & Berg
Georgia
$238K -$335K -5,040 -56%
FNT
678
First National Trust
Pennsylvania
$238K +$263K +3,946 New
CA
679
Cortland Associates
Missouri
$235K -$147K -2,212 -36%
YWP
680
YorkBridge Wealth Partners
New York
$234K +$39.9K +600 +18%
MAFM
681
Mid Atlantic Financial Management
Pennsylvania
$234K +$258K +3,876 New
GC
682
Gilbert & Cook
Iowa
$233K +$8.38K +126 +3%
CCM
683
Cadence Capital Management
Massachusetts
$230K -$1.62M -24,284 -86%
BFM
684
Boothbay Fund Management
New York
$230K +$254K +3,815 New
DSI
685
Daiwa SB Investments
Japan
$223K +$222K +3,340 +954%
WSFS
686
Wilmington Savings Fund Society
Delaware
$221K +$20.8K +313 +9%
FNBOSM
687
First National Bank of South Miami
Florida
$218K +$215K +3,236 New
AWM
688
Alterna Wealth Management
Texas
$218K +$329K +4,952 New
SFM
689
Signet Financial Management
New Jersey
$217K – – –
LSAG
690
Lake Street Advisors Group
New Hampshire
$217K +$13.8K +207 +6%
CP
691
Cumberland Partners
Ontario, Canada
$217K +$240K +3,600 New
MYLI
692
Meiji Yasuda Life Insurance
Japan
$217K +$240K +3,600 New
WCWM
693
Willow Creek Wealth Management
California
$215K – – –
SFP
694
Shepherd Financial Partners
Massachusetts
$215K +$1.33K +20 +0.6%
CAW
695
Cornerstone Advisors (Washington)
Washington
$214K +$3.73K +56 +2%
1SB
696
1ST Source Bank
Indiana
$211K – – –
SSA
697
South Street Advisors
New York
$211K – – –
ACM
698
Allred Capital Management
Texas
$210K +$232K +3,485 New
WIC
699
Woodmont Investment Counsel
Tennessee
$208K +$230K +3,450 New
PSC
700
Prentiss Smith & Co
Vermont
$207K – – –
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