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Progressive

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
901
Hartford Funds Management
Pennsylvania
$296K +$300K +2,237 New
SWM
902
Stockman Wealth Management
Montana
$295K -$8.45K -63 -3%
CIA
903
Choate Investment Advisors
Massachusetts
$295K +$59K +440 +25%
MC
904
Moors & Cabot
Massachusetts
$295K -$53.1K -396 -15%
JWCA
905
J.W. Coons Advisors
Ohio
$291K +$13.4K +100 +5%
GVAG
906
Great Valley Advisor Group
Delaware
$283K +$41.7K +311 +17%
MCM
907
Manchester Capital Management
Vermont
$282K +$938 +7 +0.3%
PI
908
Putnam Investments
Massachusetts
$281K
CCM
909
Chilton Capital Management
Texas
$280K -$7.37K -55 -3%
CG
910
Colony Group
Massachusetts
$280K -$2.55K -19 -0.9%
LWCFA
911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$280K
AAP
912
Arax Advisory Partners
Colorado
$275K -$20.4K -152 -7%
FNT
913
First National Trust
Pennsylvania
$272K -$4.96K -37 -2%
CP
914
Castleview Partners
Texas
$267K -$8.45K -63 -3%
IWC
915
Integrated Wealth Concepts
Massachusetts
$266K -$1.21K -9 -0.4%
FP
916
Factorial Partners
New York
$265K -$228K -1,700 -46%
GCM
917
Glaxis Capital Management
Florida
$265K +$268K +2,000 New
EAM
918
EdenTree Asset Management
United Kingdom
$265K +$268K +2,000 New
EWM
919
Empirical Wealth Management
Washington
$264K -$60.3K -450 -18%
GA
920
Geller Advisors
New York
$262K +$266K +1,983 New
VCM
921
Vivaldi Capital Management
Illinois
$262K +$266K +1,982 New
EWA
922
EP Wealth Advisors
California
$262K -$7.66M -57,148 -87%
DLA
923
Douglas Lane & Associates
New York
$262K +$265K +1,980 New
EH
924
Equitable Holdings
New York
$261K +$264K +1,972 New
EFS
925
Essex Financial Services
Connecticut
$260K +$14.7K +110 +6%