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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Chesapeake Wealth Management
Virginia
$303K -$17.3K -222 -6%
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$301K +$14.4K +184 +5%
KA
703
Kovack Advisors
Florida
$300K -$25.4K -326 -8%
CG
704
Caprock Group
Idaho
$293K +$286K +3,658 New
SFG
705
SevenBridge Financial Group
Pennsylvania
$292K -$31K -397 -10%
CWM
706
Circle Wealth Management
New Jersey
$292K +$285K +3,646 New
B
707
Bellecapital
Switzerland
$291K – – –
WANY
708
Wealthspire Advisors (New York)
New York
$288K -$608K -7,783 -68%
KBFS
709
Kohmann Bosshard Financial Services
Ohio
$287K +$6.25K +80 +2%
WAS
710
Wealth Advisory Solutions
Indiana
$284K +$278K +3,556 New
GT
711
Glenview Trust
Kentucky
$283K – – –
WSFS
712
Wilmington Savings Fund Society
Delaware
$283K – – –
WAM
713
Weatherly Asset Management
California
$282K -$29.3K -375 -10%
SSA
714
South Street Advisors
New York
$280K – – –
PCM
715
Penserra Capital Management
California
$279K -$3.44K -44 -1%
EI
716
Ethic Inc
New York
$278K -$781 -10 -0.3%
VF
717
Virtu Financial
New York
$277K +$270K +3,459 New
DT
718
Diversified Trust
Tennessee
$276K +$269K +3,447 New
PSC
719
Prentiss Smith & Co
Vermont
$275K -$156 -2 -0.1%
APA
720
American Portfolios Advisors
New York
$274K +$11.1K +142 +4%
JWCA
721
J.W. Coons Advisors
Ohio
$272K – – –
MAFM
722
Mid Atlantic Financial Management
Pennsylvania
$272K – – –
BAM
723
Berkshire Asset Management
Pennsylvania
$270K -$114K -1,459 -30%
QCM
724
Quantinno Capital Management
New York
$269K +$33.1K +424 +14%
WCWM
725
Willow Creek Wealth Management
California
$262K -$24K -307 -9%
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