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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
901
Manchester Capital Management
Vermont
$247K – – –
IAIM
902
International Assets Investment Management
Florida
$247K +$12.4K +103 +5%
CIP
903
Convergence Investment Partners
Florida
$245K -$10.2K -85 -4%
LWCFA
904
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$245K – – –
JWCA
905
J.W. Coons Advisors
Ohio
$244K – – –
PIM
906
Perpetual Investment Management
Australia
$244K – – –
CFG
907
Cooper Financial Group
California
$244K +$253K +2,099 New
WAM
908
Weatherly Asset Management
California
$241K – – –
DCM
909
Dupont Capital Management
Delaware
$240K -$870K -7,229 -78%
MG
910
Meritage Group
California
$240K +$249K +2,066 New
FHA
911
Flagship Harbor Advisors
Massachusetts
$238K -$5.54K -46 -2%
1WA
912
180 Wealth Advisors
Washington
$238K +$246K +2,045 New
FF
913
FourThought Financial
Florida
$236K -$33.7K -280 -12%
OTL
914
Oak Thistle LLC
New York
$236K +$245K +2,034 New
NP
915
NorthRock Partners
Minnesota
$233K +$1.69K +14 +0.7%
LCS
916
Levin Capital Strategies
New York
$232K – – –
AWA
917
Aaron Wealth Advisors
Illinois
$232K +$240K +1,996 New
CCM
918
CTC Capital Management
Illinois
$232K +$241K +2,000 New
CAM
919
Cresset Asset Management
Illinois
$231K -$277K -2,303 -54%
CWM
920
Congress Wealth Management
Massachusetts
$231K +$2.05K +17 +0.9%
CP
921
Castleview Partners
Texas
$230K +$187K +1,555 +370%
RFN
922
RDA Financial Network
Iowa
$229K -$3.49K -29 -1%
MIC
923
Means Investment Company
Maine
$228K +$120 +1 +0.1%
CPIG
924
Chicago Partners Investment Group
Illinois
$227K +$214K +1,780 New
MA
925
MUFG Americas
New York
$224K -$158K -1,311 -40%
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37
38 39