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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
726
Donor Advised Charitable Giving
California
$228K – – –
WP
727
WealthSource Partners
California
$228K +$8.42K +107 +4%
SCM
728
Smith Capital Management
Arkansas
$226K – – –
BWP
729
Baldwin Wealth Partners
Massachusetts
$222K – – –
CA
730
Claro Advisors
Massachusetts
$221K -$9.6K -122 -4%
GAB
731
German American Bancorp
Indiana
$220K +$224K +2,850 New
GC
732
Gilbert & Cook
Iowa
$218K +$5.66K +72 +3%
CG
733
Caprock Group
Idaho
$217K +$16K +203 +8%
CAW
734
Cornerstone Advisors (Washington)
Washington
$216K +$4.48K +57 +2%
PCG
735
Private Capital Group
Connecticut
$214K +$147K +1,865 +205%
MA
736
MUFG Americas
New York
$212K +$45.2K +575 +27%
BCM
737
BlueCrest Capital Management
Jersey
$212K +$216K +2,750 New
HTC
738
Haverford Trust Company
Pennsylvania
$210K +$214K +2,723 New
AIM
739
Axiom Investment Management
New York
$208K -$1.07M -13,595 -83%
CIA
740
Choate Investment Advisors
Massachusetts
$208K – – –
AF
741
Allworth Financial
California
$206K +$157 +2 +0.1%
SVWAG
742
Sound View Wealth Advisors Group
Georgia
$205K – – –
UR
743
USCA RIA
Texas
$204K +$7.87K +100 +4%
FB
744
Fulton Bank
Pennsylvania
$203K -$5.35K -68 -3%
BFEC
745
Benjamin F. Edwards & Company
Missouri
$201K -$14K -178 -6%
AAM
746
Arabesque Asset Management
United Kingdom
$200K -$1.31M -16,680 -87%
FHA
747
Flagship Harbor Advisors
Massachusetts
$199K +$3.3K +42 +2%
FPFS
748
First Personal Financial Services
North Carolina
$197K – – –
PA
749
Parallel Advisors
California
$180K +$5.19K +66 +3%
BSPF
750
British Steel Pension Fund
United Kingdom
$177K -$126K -1,605 -41%
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