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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
Conning Inc
Connecticut
$644K -$2.79K -22 -0.4%
PFPT
752
Pinnacle Financial Partners (Tennessee)
Tennessee
$623K +$18.9K +149 +3%
EVM
753
Evelyn V. Moreno
$613K – – –
PCM
754
Penserra Capital Management
California
$612K -$33.3K -263 -5%
PFBT
755
Parkside Financial Bank & Trust
Missouri
$612K +$26.6K +210 +5%
DC
756
Davenport & Co
Virginia
$611K +$23.4K +185 +4%
BTWM
757
Baker Tilly Wealth Management
Wisconsin
$611K +$171K +1,347 +40%
APW
758
Acima Private Wealth
Virginia
$607K – – –
V
759
ViaWealth
Kansas
$607K +$582K +4,595 New
AF
760
Allworth Financial
California
$600K -$318K -2,510 -35%
GAM
761
Gotham Asset Management
New York
$591K -$1.91M -15,074 -77%
OPS
762
Orion Portfolio Solutions
Nebraska
$587K +$152K +1,202 +36%
EP
763
Edgestream Partners
New Jersey
$585K -$10.2M -80,550 -95%
NB
764
Northwest Bancshares
Pennsylvania
$585K -$1.9K -15 -0.3%
CIAS
765
Capital Investment Advisory Services
North Carolina
$580K – – –
ECM
766
Evergreen Capital Management
Washington
$573K +$144K +1,134 +34%
IB
767
Intrust Bank
Kansas
$568K – – –
USCWA
768
U.S. Capital Wealth Advisors
Texas
$565K -$10.9K -86 -2%
IPW
769
Inlet Private Wealth
Florida
$563K – – –
VDI
770
Vaughan David Investments
Illinois
$562K -$123K -968 -18%
CB
771
CNB Bank
Pennsylvania
$561K +$19.6K +155 +4%
PWPS
772
Pinnacle Wealth Planning Services
Ohio
$561K +$26.7K +211 +5%
FP
773
Factorial Partners
New York
$558K – – –
SWA
774
Sutton Wealth Advisors
Florida
$552K – – –
WPC
775
Wedmont Private Capital
Pennsylvania
$549K +$10.4K +82 +2%
29 30
31
32 33