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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
701
Kestra Private Wealth Services
Texas
$835K +$116K +839 +17%
CAM
702
Congress Asset Management
Massachusetts
$835K -$17.8K -129 -2%
ADL
703
Asset Dedication LLC
California
$834K – – –
CFP
704
Catalyst Financial Partners
Massachusetts
$834K +$374K +2,713 +87%
BAM
705
Berkshire Asset Management
Pennsylvania
$832K +$802K +5,815 New
BAAM
706
Baker Avenue Asset Management
California
$830K +$99.1K +719 +14%
SAM
707
Sompo Asset Management
Japan
$825K -$383K -2,780 -33%
RP
708
Riverwater Partners
Wisconsin
$811K -$306K -2,218 -28%
SIA
709
Schechter Investment Advisors
Michigan
$804K +$7.31K +53 +1%
PP
710
Paloma Partners
Connecticut
$800K +$438K +3,178 +132%
TA
711
TKG Advisors
Indiana
$796K -$55.2K -400 -7%
FB
712
Fulton Bank
Pennsylvania
$795K -$7.86K -57 -1%
CC
713
Cipher Capital
New York
$788K -$900K -6,525 -54%
TI
714
Trexquant Investment
Connecticut
$787K -$12.4M -90,073 -94%
AIA
715
Armor Investment Advisors
North Carolina
$777K -$2.76K -20 -0.4%
HBT
716
Heartland Bank & Trust
Illinois
$775K +$45.1K +327 +6%
OIA
717
OneDigital Investment Advisors
Kansas
$775K +$342K +2,478 +84%
AWA
718
Aaron Wealth Advisors
Illinois
$773K +$53.4K +387 +8%
FFM
719
Forum Financial Management
Illinois
$771K -$41.1K -298 -5%
MWM
720
Meridian Wealth Management
Kentucky
$766K +$5.51K +40 +0.8%
FAM
721
Formidable Asset Management
Ohio
$765K -$453K -3,287 -38%
TC
722
TAGStone Capital
North Carolina
$764K +$552 +4 +0.1%
FT
723
Fiduciary Trust
Massachusetts
$763K -$64.3K -466 -8%
CIC
724
Crawford Investment Counsel
Georgia
$760K – – –
TF
725
TIAA FSB
Florida
$752K -$73.2K -531 -9%
27 28
29
30 31