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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
801
TownSquare Capital
Utah
$488K +$240K +1,893 +101%
WT
802
Whittier Trust
California
$488K -$16.1K -127 -3%
AIA
803
Angeles Investment Advisors
California
$487K +$71.6K +565 +18%
TPCW
804
TD Private Client Wealth
New York
$482K +$19.5K +154 +4%
SCM
805
Shelton Capital Management
Colorado
$482K -$10.1M -80,015 -96%
LOAMS
806
Lombard Odier Asset Management (Switzerland)
Switzerland
$481K +$470K +3,708 New
BFS
807
Bradley Foster & Sargent
Connecticut
$479K -$54.9K -433 -10%
B
808
Bellecapital
Switzerland
$477K – – –
WWM
809
Western Wealth Management
Colorado
$475K -$251K -1,977 -35%
KBFS
810
Kohmann Bosshard Financial Services
Ohio
$474K +$19.9K +157 +4%
CL
811
Choreo LLC
Illinois
$470K +$507 +4 +0.1%
DWM
812
Defined Wealth Management
Oregon
$468K – – –
ALAM
813
Asahi Life Asset Management
Japan
$460K -$2.53K -20 -0.6%
QI
814
Qtron Investments
Massachusetts
$456K -$722K -5,697 -62%
IAIM
815
International Assets Investment Management
Florida
$454K +$174K +1,374 +65%
PWP
816
Phillips Wealth Planners
Mississippi
$453K +$411K +3,244 New
PAM
817
Peak Asset Management
Colorado
$452K -$29.8K -235 -6%
FLPIM
818
F.L. Putnam Investment Management
Massachusetts
$448K +$23.6K +186 +6%
SWM
819
Seed Wealth Management
Illinois
$446K +$436K +3,437 New
PSC
820
Prentiss Smith & Co
Vermont
$445K – – –
MCI
821
MRP Capital Investments
Georgia
$441K +$431K +3,400 New
UPC
822
Utah Peaks Capital
Utah
$440K +$430K +3,394 New
MCM
823
Monument Capital Management
Virginia
$431K -$122K -960 -22%
FMLI
824
Fukoku Mutual Life Insurance
Japan
$429K -$87.4K -690 -17%
KA
825
Kovack Advisors
Florida
$428K -$2.28K -18 -0.5%
31 32
33
34 35