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Pegasystems
PEGA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
401
Pinnacle Wealth Planning Services
Ohio
$1.17K +$644 +18 +86%
CFB
402
Cullen/Frost Bankers
Texas
$1.05K -$13.7K -384 -92%
WETS
403
Wealth Enhancement Trust Services
South Dakota
$1.02K +$1.22K +34 New
AW
404
Avion Wealth
Texas
$1K +$1.4K +39 +355%
BFS
405
Bare Financial Services
Pennsylvania
$989 +$751 +21 +175%
LFG
406
Larson Financial Group
Missouri
$959 -$6.01K -168 -84%
SC
407
SouthState Corp
Florida
$690 +$358 +10 +77%
PPC
408
Park Place Capital
Alabama
$659 – – –
RWM
409
Rialto Wealth Management
New York
$630 +$465 +13 +163%
BC
410
Barrett & Company
Rhode Island
$600 +$716 +20 New
KFAS
411
Keating Financial Advisory Services
Kansas
$599 -$429 -12 -38%
MCM
412
Manchester Capital Management
Vermont
$540 – – –
AG
413
AmeriFlex Group
Nevada
$539 +$644 +18 New
CFM
414
Cornerstone Financial Management
Massachusetts
$509 -$322 -9 -35%
BGAI
415
Bruce G. Allen Investments
Colorado
$390 – – –
RCM
416
Raleigh Capital Management
North Carolina
$364 -$61.1K -1,707 -99%
DPW
417
DiNuzzo Private Wealth
Pennsylvania
$360 -$143 -4 -25%
CCMI
418
Creative Capital Management Investments
California
$360 +$429 +12 New
WA
419
WPG Advisers
Maryland
$360 +$429 +12 New
JWA
420
JFS Wealth Advisors
Pennsylvania
$330 -$286 -8 -42%
ACA
421
American Capital Advisory
Idaho
$330 +$36 +1 +10%
ADL
422
Asset Dedication LLC
California
$300 – – –
CH
423
Cromwell Holdings
Wyoming
$300 – – –
TSMHT
424
Thurston Springer Miller Herd & Titak
Indiana
$298 – – –
BHWM
425
Bay Harbor Wealth Management
Maryland
$240 -$465 -13 -62%
15 16
17
18 19