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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
701
North Star Investment Management
Illinois
$204K +$38.9K +585 +21%
Mariner
702
Mariner
Kansas
$200K -$35.9K -540 -14%
BS
703
Bessemer Securities
New York
$196K +$216K +3,250 New
HFM
704
Harvest Fund Management
China
$193K +$108K +1,622 +103%
PHK
705
Point72 Hong Kong
Hong Kong
$190K +$210K +3,157 New
BWP
706
Baldwin Wealth Partners
Massachusetts
$174K
VFA
707
Valeo Financial Advisors
Indiana
$169K -$5.5M -82,616 -97%
SFG
708
SevenBridge Financial Group
Pennsylvania
$167K +$184K +2,772 New
CA
709
Claro Advisors
Massachusetts
$166K +$156K +2,340 New
GWM
710
Geneos Wealth Management
Colorado
$162K -$14.2K -213 -7%
TCOV
711
Trust Company of Vermont
Vermont
$155K +$66.5K +1,000 +64%
CAM
712
Cresset Asset Management
Illinois
$153K +$169K +2,542 New
FPFS
713
First Personal Financial Services
North Carolina
$144K -$1.86K -28 -1%
IUHSA
714
Itau Unibanco Holding S.A.
Brazil
$141K -$24.7K -371 -14%
BFEC
715
Benjamin F. Edwards & Company
Missouri
$137K +$71.3K +1,071 +89%
O
716
Ossiam
France
$132K +$145K +2,185 New
S
717
SignatureFD
Georgia
$129K -$23.9K -359 -14%
MCM
718
Manchester Capital Management
Vermont
$126K
ER
719
Enlightenment Research
Florida
$121K +$133K +2,000 New
ST
720
Smithfield Trust
Pennsylvania
$109K
FTI
721
Fiduciary Trust International
Massachusetts
$108K +$119K +1,782 New
PA
722
Parallel Advisors
California
$103K -$14.3K -215 -11%
LWCFA
723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K
GLI
724
Guardian Life Insurance
New York
$100K +$466 +7 +0.4%
FIB
725
First Interstate Bank
Montana
$98K