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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCF
851
Sante Capital Fund
Texas
$251K +$238K +2,202 New
WEG
852
World Equity Group
Illinois
$248K +$235K +2,174 New
ICP
853
Interchange Capital Partners
Pennsylvania
$246K -$18.8K -174 -7%
TCOV
854
Trust Company of Vermont
Vermont
$245K -$3.14K -29 -1%
LNWTC
855
Laird Norton Wetherby Trust Company
Washington
$244K +$4.33K +40 +2%
FNT
856
First National Trust
Pennsylvania
$244K +$18.4K +170 +9%
FHA
857
Flagship Harbor Advisors
Massachusetts
$243K -$10.6K -98 -4%
WFI
858
West Family Investments
California
$243K -$1.41K -13 -0.6%
RFN
859
RDA Financial Network
Iowa
$242K -$26.7K -247 -10%
MCM
860
Manchester Capital Management
Vermont
$242K – – –
NF
861
NTB Financial
Colorado
$242K – – –
LWCFA
862
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$241K +$109K +1,005 +91%
JWCA
863
J.W. Coons Advisors
Ohio
$239K – – –
PIM
864
Perpetual Investment Management
Australia
$239K – – –
HPWM
865
Highland Private Wealth Management
Washington
$239K +$4K +37 +2%
OTL
866
Oak Thistle LLC
New York
$239K +$226K +2,091 New
GSIS
867
Global Strategic Investment Solutions
Arizona
$235K -$10.3K -95 -4%
MIC
868
Means Investment Company
Maine
$235K +$223K +2,058 New
AAP
869
Arax Advisory Partners
Colorado
$233K -$2.81K -26 -1%
MA
870
Mutual Advisors
Nebraska
$230K -$58.5K -541 -21%
WPC
871
Wedmont Private Capital
Pennsylvania
$229K +$217K +2,010 New
SF
872
Summit Financial
New Jersey
$228K +$217K +2,002 New
CA
873
Cullinan Associates
Kentucky
$228K – – –
BAM
874
Belpointe Asset Management
Nevada
$228K +$60.9K +563 +39%
WP
875
WealthSource Partners
California
$227K +$215K +1,991 New
33 34
35
36 37