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Pegasystems
PEGA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
401
Cullen/Frost Bankers
Texas
$1.05K -$13.7K -384 -92%
WETS
402
Wealth Enhancement Trust Services
South Dakota
$1.02K +$1.22K +34 New
AW
403
Avion Wealth
Texas
$1K +$1.4K +39 +355%
BFS
404
Bare Financial Services
Pennsylvania
$989 +$751 +21 +175%
LFG
405
Larson Financial Group
Missouri
$959 -$6.01K -168 -84%
SC
406
SouthState Corp
Florida
$690 +$358 +10 +77%
PPC
407
Park Place Capital
Alabama
$659 – – –
RWM
408
Rialto Wealth Management
New York
$630 +$465 +13 +163%
BC
409
Barrett & Company
Rhode Island
$600 +$716 +20 New
KFAS
410
Keating Financial Advisory Services
Kansas
$599 -$429 -12 -38%
MCM
411
Manchester Capital Management
Vermont
$540 – – –
AG
412
AmeriFlex Group
Nevada
$539 +$644 +18 New
CFM
413
Cornerstone Financial Management
Massachusetts
$509 -$322 -9 -35%
BGAI
414
Bruce G. Allen Investments
Colorado
$390 – – –
RCM
415
Raleigh Capital Management
North Carolina
$364 -$61.1K -1,707 -99%
DPW
416
DiNuzzo Private Wealth
Pennsylvania
$360 -$143 -4 -25%
CCMI
417
Creative Capital Management Investments
California
$360 +$429 +12 New
WA
418
WPG Advisers
Maryland
$360 +$429 +12 New
JWA
419
JFS Wealth Advisors
Pennsylvania
$330 -$286 -8 -42%
ACA
420
American Capital Advisory
Idaho
$330 +$36 +1 +10%
ADL
421
Asset Dedication LLC
California
$300 – – –
CH
422
Cromwell Holdings
Wyoming
$300 – – –
TSMHT
423
Thurston Springer Miller Herd & Titak
Indiana
$298 – – –
BHWM
424
Bay Harbor Wealth Management
Maryland
$240 -$465 -13 -62%
NB
425
NBT Bank
New York
$240 – – –
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17
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