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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
776
Transatlantique Private Wealth
New York
$535K -$154K -1,219 -23%
DWT
777
Dorsey & Whitney Trust
South Dakota
$533K -$34K -268 -6%
CG
778
Colony Group
Massachusetts
$532K -$200K -1,581 -28%
TWM
779
TMD Wealth Management
Arizona
$531K -$190K -1,500 -27%
SIM
780
Sentry Investment Management
Wisconsin
$531K +$19K +150 +4%
JFGIW
781
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$529K -$20.1K -159 -4%
CWM
782
Circle Wealth Management
New Jersey
$526K +$6.34K +50 +1%
HC
783
Hendley & Co
Ohio
$525K -$267K -2,110 -34%
BIM
784
Baldwin Investment Management
Pennsylvania
$522K – – –
CA
785
Cullinan Associates
Kentucky
$519K – – –
SI
786
Scharf Investments
California
$517K -$11.5K -91 -2%
FIM
787
Freedom Investment Management
Connecticut
$517K +$17K +134 +3%
PAG
788
Private Advisor Group
New Jersey
$515K -$281K -2,217 -17%
UW
789
Unique Wealth
Florida
$515K +$503K +3,969 New
RIG
790
Renaissance Investment Group
Massachusetts
$513K – – –
WDA
791
Wendell David Associates
New Hampshire
$510K – – –
NL
792
NWAM LLC
Washington
$509K +$112K +884 +29%
AAS
793
Ameritas Advisory Services
Nebraska
$507K +$3.93K +31 +0.8%
PAM
794
Paradigm Asset Management
New York
$506K -$355K -2,800 -42%
GG
795
Golden Green
South Carolina
$505K -$15.2K -120 -3%
TRIA
796
Trail Ridge Investment Advisors
Colorado
$497K -$887 -7 -0.2%
AIC
797
Archer Investment Corporation
Indiana
$497K – – –
PCH
798
PGIM Custom Harvest
New Jersey
$493K +$482K +3,801 New
CP
799
Covenant Partners
Tennessee
$492K – – –
EC
800
EdgeRock Capital
Colorado
$488K +$152K +1,198 +47%
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