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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
701
Weiss Asset Management
Massachusetts
$271K +$74.3K +945 +37%
KBFS
702
Kohmann Bosshard Financial Services
Ohio
$270K – – –
SSA
703
South Street Advisors
New York
$270K – – –
KWM
704
Kingsview Wealth Management
Oregon
$269K +$274K +3,484 New
DCM
705
Driehaus Capital Management
Illinois
$266K -$41.8K -532 -13%
PSC
706
Prentiss Smith & Co
Vermont
$265K – – –
RIA
707
Realta Investment Advisors
Delaware
$264K +$184K +2,335 +215%
1SB
708
1ST Source Bank
Indiana
$262K – – –
IWM
709
IHT Wealth Management
Illinois
$262K +$271K +3,439 New
NIT
710
NumerixS Investment Technologies
British Columbia, Canada
$261K -$593K -7,541 -69%
AIL
711
AGF Investments LLC
Ontario, Canada
$261K +$4.33K +55 +2%
CGL
712
Clarius Group LLC
Washington
$261K +$20.5K +260 +8%
HIC
713
Holderness Investments Company
North Carolina
$257K – – –
BS
714
Bessemer Securities
New York
$251K – – –
BOH
715
Bank of Hawaii
Hawaii
$245K -$885K -11,255 -78%
HB
716
Homrich & Berg
Georgia
$245K +$629 +8 +0.3%
FNBOSM
717
First National Bank of South Miami
Florida
$244K -$2.36K -30 -0.9%
DLA
718
Douglas Lane & Associates
New York
$244K – – –
WIC
719
Woodmont Investment Counsel
Tennessee
$243K – – –
QCM
720
Quest Capital Management
Texas
$241K -$20K -254 -8%
NSIM
721
North Star Investment Management
Illinois
$240K -$28.7K -365 -11%
BAM
722
Berkshire Asset Management
Pennsylvania
$239K -$3.34M -42,494 -93%
CTA
723
Chesley Taft & Associates
Illinois
$237K -$4.33K -55 -2%
ACM
724
Allred Capital Management
Texas
$234K -$13.5K -171 -5%
WKWM
725
Walter & Keenan Wealth Management
Indiana
$232K – – –
27 28
29
30 31