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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
801
Stonehearth Capital Management
Massachusetts
$355K – – –
WKWM
802
Walter & Keenan Wealth Management
Indiana
$353K – – –
GIA
803
Gateway Investment Advisers
Ohio
$353K +$1.81K +16 +0.5%
ZCA
804
Zeke Capital Advisors
Pennsylvania
$353K +$2.38K +21 +0.7%
CFGS
805
Concourse Financial Group Securities
Alabama
$350K +$222K +1,961 +186%
OC
806
Oppenheimer & Co
New York
$349K -$23.7K -209 -7%
MC
807
Moors & Cabot
Massachusetts
$347K -$10.5K -93 -3%
AWM
808
Apollon Wealth Management
South Carolina
$343K -$91K -803 -21%
RBCM
809
Raub Brock Capital Management
California
$337K – – –
ECM
810
Evergreen Capital Management
Washington
$335K -$20.3K -179 -6%
BWP
811
Baldwin Wealth Partners
Massachusetts
$335K – – –
APA
812
Astoria Portfolio Advisors
New York
$330K +$322K +2,842 New
LS
813
Livforsakringsbolaget Skandia
Sweden
$329K -$68K -600 -18%
CCM
814
Chilton Capital Management
Texas
$328K -$11.2K -99 -3%
SYBT
815
Stock Yards Bank & Trust
Kentucky
$325K +$317K +2,796 New
AIM
816
Anchor Investment Management
South Carolina
$321K – – –
TPCW
817
TD Private Client Wealth
New York
$321K -$417K -3,680 -57%
TSWM
818
Tyler-Stone Wealth Management
Ohio
$319K +$5.44K +48 +2%
WFI
819
West Family Investments
California
$316K +$66.9K +590 +28%
MMG
820
Monetary Management Group
Missouri
$314K – – –
NIMI
821
Natixis Investment Managers International
France
$312K -$428K -3,776 -58%
SIA
822
SkyView Investment Advisors
New Jersey
$311K -$5.33K -47 -2%
LA
823
Legacy Advisors
Pennsylvania
$311K +$12.4K +109 +4%
MA
824
Mutual Advisors
Nebraska
$309K +$72.2K +637 +32%
PBO
825
Peoples Bank (Ohio)
Ohio
$305K +$297K +2,622 New
31 32
33
34 35