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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
Darwin Wealth Management
Florida
$583K -$1.36K -12 -0.2%
Pinnacle Associates
702
Pinnacle Associates
New York
$583K +$73.2K +646 +15%
GFA
703
Gifford Fong Associates
California
$581K – – –
Ballentine Partners
704
Ballentine Partners
Massachusetts
$578K +$1.7K +15 +0.3%
TD Waterhouse Canada
705
TD Waterhouse Canada
Ontario, Canada
$577K +$440K +3,884 +449%
NB
706
Northwest Bancshares
Pennsylvania
$577K – – –
Simplicity Solutions
707
Simplicity Solutions
Minnesota
$575K +$60.8K +536 +12%
RIA
708
Regal Investment Advisors
Michigan
$573K -$110K -967 -16%
Barings
709
Barings
North Carolina
$573K +$272K +2,398 +95%
FP
710
Factorial Partners
New York
$570K -$624K -5,500 -53%
SC
711
Searle & Co
Connecticut
$564K – – –
PFBT
712
Parkside Financial Bank & Trust
Missouri
$556K +$3.06K +27 +0.6%
BDF
713
Balasa Dinverno & Foltz
$547K +$182K +1,609 +52%
APW
714
Acima Private Wealth
Virginia
$544K – – –
Avantax Advisory Services
715
Avantax Advisory Services
Texas
$542K +$12.1K +107 +2%
Quadrant Capital Group
716
Quadrant Capital Group
Ohio
$541K +$90K +794 +21%
CIBC World Market
717
CIBC World Market
Ontario, Canada
$540K -$232K -2,046 -31%
Pinnacle Financial Partners (Tennessee)
718
Pinnacle Financial Partners (Tennessee)
Tennessee
$540K -$14.2K -125 -3%
Davenport & Co
719
Davenport & Co
Virginia
$539K +$8.05K +71 +2%
Bradley Foster & Sargent
720
Bradley Foster & Sargent
Connecticut
$539K +$57.6K +508 +12%
U.S. Capital Wealth Advisors
721
U.S. Capital Wealth Advisors
Texas
$535K +$2.72K +24 +0.5%
VI
722
Versor Investments
New York
$528K -$844K -7,441 -62%
CIAS
723
Capital Investment Advisory Services
North Carolina
$520K +$127K +1,119 +33%
Scharf Investments
724
Scharf Investments
California
$519K -$303K -2,675 -37%
Cetera Advisors
725
Cetera Advisors
Colorado
$519K +$52.2K +460 +11%