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Pegasystems
PEGA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
376
HHM Wealth Advisors
Tennessee
$5.41K – – –
HPC
377
HM Payson & Co
Maine
$5.41K – – –
CTWM
378
Cherry Tree Wealth Management
Minnesota
$5.2K – – –
NC
379
NewSquare Capital
Pennsylvania
$5.2K +$4.35K +96 New
CFB
380
Cullen/Frost Bankers
Texas
$4.33K +$3.62K +80 New
PWMG
381
Private Wealth Management Group
New Jersey
$4.01K – – –
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$3.79K +$3.17K +70 New
BTI
383
Blue Trust Inc
Georgia
$3.68K +$1.36K +30 +79%
OP
384
ORG Partners
Indiana
$3.67K +$3.17K +70 New
GWM
385
Geneos Wealth Management
Colorado
$3.57K +$362 +8 +14%
RIL
386
Rothschild Investment LLC
Illinois
$3.25K – – –
CIA
387
Cape Investment Advisory
Georgia
$3.14K +$2.63K +58 New
NS
388
NBC Securities
Alabama
$3K +$2.99K +66 New
CJH
389
Christopher J. Hasenberg
Wisconsin
$2.92K – – –
WA
390
WPG Advisers
Maryland
$2.6K -$6.61K -146 -75%
CFD
391
Creative Financial Designs
Indiana
$2.27K – – –
TFA
392
Toth Financial Advisory
Virginia
$2.17K +$1.81K +40 New
MWA
393
Medallion Wealth Advisors
Connecticut
$2.1K – – –
PWA
394
Physician Wealth Advisors
Utah
$1.62K +$1.36K +30 New
WTC
395
WhitTier Trust Company
Nevada
$1.46K -$408 -9 -25%
SC
396
SouthState Corp
Florida
$1.41K -$634 -14 -35%
JWA
397
JFS Wealth Advisors
Pennsylvania
$1.41K -$91 -2 -7%
FFO
398
Fortitude Family Office
Arizona
$1.41K +$1.18K +26 New
PPC
399
Park Place Capital
Alabama
$1.16K – – –
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$1.08K +$362 +8 +67%
14 15
16
17 18