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Pegasystems

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
251
Truist Financial
North Carolina
$427K +$357K +7,880 New
CMF
252
Counterpoint Mutual Funds
California
$425K +$355K +7,847 New
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$411K -$179K -3,949 -34%
NICM
254
Neo Ivy Capital Management
New York
$400K +$335K +7,401 New
NFSG
255
Newbridge Financial Services Group
Florida
$380K +$318K +7,018 New
MAM
256
Meeder Asset Management
Ohio
$378K +$317K +6,988 New
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$377K +$17.4K +383 +6%
DS
258
DRW Securities
Illinois
$376K +$314K +6,942 New
SAM
259
Securian Asset Management
Minnesota
$367K +$308K +6,788 New
P
260
&Partners
Tennessee
$366K +$14.2K +314 +5%
M&T Bank
261
M&T Bank
New York
$347K +$290K +6,394 New
PMAM
262
Picton Mahoney Asset Management
Ontario, Canada
$340K +$283K +6,238 +18,347%
IWC
263
Integrated Wealth Concepts
Massachusetts
$339K +$284K +6,266 New
IQI
264
Integrated Quantitative Investments
Washington
$336K +$281K +6,200 New
SA
265
Sanctuary Advisors
Indiana
$335K +$280K +6,186 New
ORG
266
Optimist Retirement Group
Washington
$334K +$279K +6,164 New
FFA
267
Farther Finance Advisors
California
$326K +$11.1K +244 +4%
ULWM
268
Upper Left Wealth Management
Florida
$325K
GC
269
Guggenheim Capital
Illinois
$324K +$271K +5,985 New
IPW
270
Impact Partnership Wealth
Georgia
$308K -$8.43K -186 -3%
NAM
271
NorthCrest Asset Manangement
Minnesota
$306K +$257K +5,666 New
CFO
272
Callan Family Office
Pennsylvania
$304K +$255K +5,618 New
OF
273
Optimize Financial
California
$301K +$252K +5,564 New
LA
274
Lindenwold Advisors
Pennsylvania
$287K +$240K +5,306 New
Balyasny Asset Management
275
Balyasny Asset Management
Illinois
$287K -$3.28M -72,396 -93%