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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
776
Renaissance Investment Group
Massachusetts
$487K – – –
TRIA
777
Trail Ridge Investment Advisors
Colorado
$485K +$6.38K +53 +1%
CB
778
CNB Bank
Pennsylvania
$485K +$29.4K +244 +6%
BFS
779
Bradley Foster & Sargent
Connecticut
$480K -$61.7K -512 -11%
AAS
780
Avantax Advisory Services
Texas
$478K -$66.7K -554 -12%
PWPS
781
Pinnacle Wealth Planning Services
Ohio
$478K – – –
SI
782
Scharf Investments
California
$474K -$46.5K -386 -9%
SMA
783
Sage Mountain Advisors
Georgia
$474K -$2.53K -21 -0.5%
QCM
784
Quantinno Capital Management
New York
$473K +$68K +565 +16%
CI
785
Carroll Investors
South Carolina
$473K +$482K +4,000 New
BIM
786
Baldwin Investment Management
Pennsylvania
$468K +$18.1K +150 +4%
GG
787
Golden Green
South Carolina
$466K +$483K +4,011 New
CWM
788
Circle Wealth Management
New Jersey
$465K -$201K -1,669 -29%
CWM
789
Calamos Wealth Management
Illinois
$465K – – –
CA
790
Cullinan Associates
Kentucky
$465K – – –
EWA
791
Encompass Wealth Advisors
Oregon
$465K – – –
FMLI
792
Fukoku Mutual Life Insurance
Japan
$464K – – –
WPC
793
Wedmont Private Capital
Pennsylvania
$464K +$183K +1,523 +62%
SIM
794
Sentry Investment Management
Wisconsin
$459K – – –
WDA
795
Wendell David Associates
New Hampshire
$456K -$12K -100 -2%
WT
796
Whittier Trust
California
$452K -$58.6K -487 -11%
AAS
797
Ameritas Advisory Services
Nebraska
$451K +$33.2K +276 +8%
BFM
798
Boothbay Fund Management
New York
$450K +$467K +3,875 New
FIM
799
Freedom Investment Management
Connecticut
$447K +$482 +4 +0.1%
OC
800
Oppenheimer & Co
New York
$447K +$102K +846 +28%
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