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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
826
Strategic Wealth Partners
Ohio
$270K -$144K -1,509 -36%
IAIM
827
International Assets Investment Management
Florida
$270K +$251K +2,629 New
LOAMS
828
Lombard Odier Asset Management (Switzerland)
Switzerland
$268K +$249K +2,611 New
JCM
829
J2 Capital Management
Michigan
$266K +$247K +2,591 New
HTC
830
Haverford Trust Company
Pennsylvania
$264K +$1.24K +13 +0.5%
MA
831
Mutual Advisors
Nebraska
$263K +$29.5K +309 +14%
B
832
Barings
North Carolina
$261K -$32K -335 -12%
BTWM
833
Baker Tilly Wealth Management
Wisconsin
$261K +$243K +2,545 New
BFPW
834
BOK Financial Private Wealth
Colorado
$260K +$242K +2,537 New
OWM
835
Orgel Wealth Management
Wisconsin
$258K – – –
PI
836
Putnam Investments
Massachusetts
$256K – – –
SIA
837
SkyView Investment Advisors
New Jersey
$255K +$725K +7,596 New
FF
838
FourThought Financial
Florida
$253K -$7.64K -80 -3%
CBA
839
Coastal Bridge Advisors
Connecticut
$249K +$236K +2,472 New
OPS
840
Orion Portfolio Solutions
Nebraska
$247K +$1.43K +15 +0.6%
HAIM
841
Hunter Associates Investment Management
Pennsylvania
$246K +$229K +2,400 New
CS
842
Cannell & Spears
New York
$245K – – –
RFN
843
RDA Financial Network
Iowa
$244K -$3.91K -41 -2%
GAM
844
Gotham Asset Management
New York
$242K +$225K +2,359 New
MME
845
Meag Munich Ergo
Germany
$241K – – –
VFA
846
Valeo Financial Advisors
Indiana
$241K +$224K +2,345 New
IA
847
IFG Advisory
Georgia
$240K +$2.86K +30 +1%
SIA
848
Schechter Investment Advisors
Michigan
$240K +$223K +2,337 New
JF
849
Jump Financial
Illinois
$239K +$221K +2,319 New
ICP
850
Interchange Capital Partners
Pennsylvania
$239K +$223K +2,333 New
32 33
34
35 36