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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
976
Continuum Advisory
Idaho
$502K +$55.1K +297 +14%
SOW
977
State of Wyoming
Wyoming
$498K +$89.6K +483 +25%
HI
978
Humankind Investments
New York
$492K -$43.8K -236 -9%
RDWM
979
Red Door Wealth Management
Tennessee
$492K -$371 -2 -0.1%
KAS
980
KPP Advisory Services
Kentucky
$492K -$43.4K -234 -9%
IAIM
981
International Assets Investment Management
Florida
$491K +$5.38K +29 +1%
EWM
982
Empirical Wealth Management
Washington
$491K +$16K +86 +4%
SIA
983
Strategic Investment Advisors
Michigan
$491K -$5.75K -31 -1%
VA
984
Valmark Advisers
Ohio
$488K +$19.5K +105 +5%
RZH
985
Relyea Zuckerberg Hanson
Connecticut
$482K +$64K +345 +17%
CA
986
Cortland Associates
Missouri
$480K – – –
SFA
987
Souders Financial Advisors
Ohio
$479K -$36.7K -198 -8%
WA
988
Waddell & Associates
Tennessee
$478K – – –
GIA
989
Gateway Investment Advisers
Ohio
$475K -$67.4K -363 -14%
TCOV
990
Trust Company of Vermont
Vermont
$466K +$47.1K +254 +13%
PDL
991
Portfolio Design Labs
California
$465K -$73.5K -396 -15%
UHC
992
Union Heritage Capital
Michigan
$463K +$415K +2,238 New
FHA
993
Flagship Harbor Advisors
Massachusetts
$462K -$10.2K -55 -2%
SWM
994
Stockman Wealth Management
Montana
$461K +$186 +1 +0%
9WM
995
9258 Wealth Management
Ohio
$458K -$59.7K -322 -13%
CP
996
Castleview Partners
Texas
$457K +$10.6K +57 +3%
JCM
997
Jacobi Capital Management
Pennsylvania
$455K -$28.6K -154 -7%
JWCA
998
J.W. Coons Advisors
Ohio
$455K – – –
CAG
999
Crestwood Advisors Group
Massachusetts
$451K +$37.5K +202 +10%
SAM
1000
Sompo Asset Management
Japan
$449K -$345K -1,860 -46%
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40
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