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Pegasystems
PEGA

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
376
Beaird Harris Wealth Management
Texas
$4.71K +$5.62K +157 New
FHC
377
First Horizon Corporation
Tennessee
$4.44K -$3.04K -85 -36%
MAM
378
Marquette Asset Management
Minnesota
$4.2K +$3.79K +106 +312%
CAL
379
Capital Advisors Ltd
Ohio
$4K -$394 -11 -8%
S
380
Sachetta
Massachusetts
$3.99K -$608 -17 -11%
EP
381
Essential Partners
California
$3.69K -$349K -9,759 -99%
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$3.42K -$3.58K -100 -47%
SWM
383
SHP Wealth Management
Massachusetts
$3.42K +$2.22K +62 +119%
WB
384
Webster Bank
Connecticut
$3.24K +$3.86K +108 New
HPC
385
HM Payson & Co
Maine
$3K – – –
TWD
386
True Wealth Design
Ohio
$2.97K -$34.3K -958 -91%
JWM
387
JPL Wealth Management
Colorado
$2.82K -$3.04K -85 -47%
SGFG
388
Silver Grove Financial Group
New York
$2.76K +$3.29K +92 New
PWA
389
Physician Wealth Advisors
Utah
$2.4K +$1.4K +39 +95%
FMII
390
Farmers & Merchants Investments Inc
Nebraska
$2.34K – – –
PWMG
391
Private Wealth Management Group
New Jersey
$2.16K – – –
CA
392
Continuum Advisory
Idaho
$2.16K +$2.58K +72 New
APFP
393
Action Point Financial Planning
Michigan
$2.07K +$2.47K +69 New
IPS
394
Investors Portfolio Services
Washington
$1.94K – – –
OCWP
395
Owl Creek Wealth Partners
Colorado
$1.8K +$2.15K +60 New
CIA
396
Cape Investment Advisory
Georgia
$1.8K +$2.15K +60 New
BWM
397
Benson Wealth Management
Tennessee
$1.77K +$2.11K +59 New
CFO
398
CVA Family Office
Colorado
$1.44K -$5.19K -145 -75%
MWA
399
Medallion Wealth Advisors
Connecticut
$1.2K – – –
ZBNA
400
Zions Bancorporation, National Association
Utah
$1.17K +$608 +17 +77%
14 15
16
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