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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
UW
776
Unique Wealth
Florida
$565K -$2.76K -20 -0.5%
WDA
777
Wendell David Associates
New Hampshire
$562K
PAM
778
Paradigm Asset Management
New York
$558K
WT
779
Whittier Trust
California
$553K +$14.9K +108 +3%
RWM
780
Revisor Wealth Management
Ohio
$553K +$533K +3,866 New
AIA
781
Angeles Investment Advisors
California
$552K +$14.5K +105 +3%
SI
782
Scharf Investments
California
$547K -$22.5K -163 -4%
FIM
783
Freedom Investment Management
Connecticut
$545K -$23.7K -172 -4%
AIC
784
Archer Investment Corporation
Indiana
$545K
TPW
785
Transatlantique Private Wealth
New York
$544K -$43.2K -313 -8%
TC
786
TownSquare Capital
Utah
$543K +$4.69K +34 +0.9%
HI
787
Horizon Investments
North Carolina
$539K -$350K -2,538 -40%
EC
788
EdgeRock Capital
Colorado
$538K
FLPIM
789
F.L. Putnam Investment Management
Massachusetts
$538K +$41.8K +303 +9%
BCM
790
BlueMar Capital Management
Florida
$534K +$515K +3,735 New
IAA
791
Independent Advisor Alliance
North Carolina
$532K +$513K +3,720 New
FP
792
Factorial Partners
New York
$529K -$82.7K -600 -14%
LOAMS
793
Lombard Odier Asset Management (Switzerland)
Switzerland
$529K -$1.79K -13 -0.4%
B
794
Bellecapital
Switzerland
$526K
KBFS
795
Kohmann Bosshard Financial Services
Ohio
$523K
CL
796
Choreo LLC
Illinois
$520K +$1.79K +13 +0.4%
1WA
797
180 Wealth Advisors
Washington
$520K +$160K +1,159 +47%
DWM
798
Defined Wealth Management
Oregon
$516K
BFS
799
Bradley Foster & Sargent
Connecticut
$512K -$15.9K -115 -3%
PCG
800
Prosperity Consulting Group
Maryland
$505K -$379K -2,746 -44%