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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Curi Wealth Management
North Carolina
$372K – – –
BTI
827
Blue Trust Inc
Georgia
$372K +$102K +844 +36%
WSFS
828
Wilmington Savings Fund Society
Delaware
$371K – – –
AIA
829
Angeles Investment Advisors
California
$371K +$384K +3,190 New
FDCC
830
Foster Dykema Cabot & Co
Massachusetts
$369K -$52.3K -434 -12%
BWP
831
Baldwin Wealth Partners
Massachusetts
$368K +$34.9K +290 +10%
WIC
832
Woodmont Investment Counsel
Tennessee
$366K – – –
OIA
833
OneDigital Investment Advisors
Kansas
$360K -$325K -2,696 -47%
FNBOSM
834
First National Bank of South Miami
Florida
$357K -$51.3K -426 -12%
WKWM
835
Walter & Keenan Wealth Management
Indiana
$354K +$1.69K +14 +0.5%
ZCA
836
Zeke Capital Advisors
Pennsylvania
$354K +$1.69K +14 +0.5%
TCOV
837
Trust Company of Vermont
Vermont
$354K +$97.1K +806 +36%
PI
838
PFS Investments
Georgia
$354K +$117K +974 +47%
NL
839
NWAM LLC
Washington
$353K -$64.9K -539 -15%
SIA
840
SkyView Investment Advisors
New Jersey
$346K +$36.6K +304 +11%
SCM
841
Stonehearth Capital Management
Massachusetts
$345K +$2.77K +23 +0.8%
MA
842
Mutual Advisors
Nebraska
$342K +$34.3K +285 +11%
AWM
843
Apollon Wealth Management
South Carolina
$339K -$3.97K -33 -1%
RBCM
844
Raub Brock Capital Management
California
$337K – – –
WFI
845
West Family Investments
California
$337K +$22K +183 +7%
RIA
846
Regal Investment Advisors
Michigan
$331K -$250K -2,080 -42%
KFP
847
KB Financial Partners
New Jersey
$331K +$44.6K +370 +15%
DT
848
Diversified Trust
Tennessee
$327K +$30.6K +254 +10%
SYBT
849
Stock Yards Bank & Trust
Kentucky
$325K – – –
Q
850
QVR
California
$324K +$335K +2,784 New
32 33
34
35 36