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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Calamos Wealth Management
Illinois
$465K -$14.5K -128 -3%
EWA
752
Encompass Wealth Advisors
Oregon
$465K – – –
CA
753
Cullinan Associates
Kentucky
$465K +$227K +2,000 +100%
OWA
754
One Wealth Advisors
California
$463K -$142K -1,253 -24%
RIG
755
Renaissance Investment Group
Massachusetts
$460K – – –
SIM
756
Sentry Investment Management
Wisconsin
$459K -$87.2K -769 -16%
CB
757
CNB Bank
Pennsylvania
$457K +$14.1K +124 +3%
BIM
758
Baldwin Investment Management
Pennsylvania
$451K – – –
FIM
759
Freedom Investment Management
Connecticut
$447K +$16.4K +145 +4%
AIC
760
Archer Investment Corporation
Indiana
$446K -$113K -995 -21%
CP
761
Covenant Partners
Tennessee
$441K – – –
IB
762
Intrust Bank
Kansas
$440K -$10.3K -91 -2%
TRIA
763
Trail Ridge Investment Advisors
Colorado
$440K +$11.1K +98 +3%
JRFS
764
James Reed Financial Services
Ohio
$438K – – –
PCM
765
Prelude Capital Management
New York
$438K +$428K +3,771 New
FB
766
Fulton Bank
Pennsylvania
$437K -$3.06K -27 -0.7%
PAM
767
Peak Asset Management
Colorado
$432K – – –
JIP
768
Jaffetilchin Investment Partners
Florida
$428K – – –
CL
769
Choreo LLC
Illinois
$423K +$2.61K +23 +0.6%
SWM
770
Sendero Wealth Management
Texas
$422K -$118K -1,038 -22%
FDCC
771
Foster Dykema Cabot & Co
Massachusetts
$420K -$1.81K -16 -0.4%
DWM
772
Defined Wealth Management
Oregon
$420K – – –
IAA
773
Independent Advisor Alliance
North Carolina
$419K -$15.3K -135 -4%
AAS
774
Ameritas Advisory Services
Nebraska
$419K +$71.1K +627 +21%
B
775
Bellecapital
Switzerland
$416K -$11.3K -100 -3%
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