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Pegasystems
PEGA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
401
Medallion Wealth Advisors
Connecticut
$2.3K – – –
TFA
402
Toth Financial Advisory
Virginia
$2.3K – – –
PWA
403
Physician Wealth Advisors
Utah
$2.3K +$551 +10 +33%
PMAM
404
Picton Mahoney Asset Management
Ontario, Canada
$2K -$344K -6,238 -99%
FFO
405
Fortitude Family Office
Arizona
$1.73K +$220 +4 +15%
WAG
406
Wiser Advisor Group
Arizona
$1.5K +$1.43K +26 New
SC
407
SouthState Corp
Florida
$1.5K – – –
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$1.5K +$441 +8 +44%
CFO
409
CVA Family Office
Colorado
$1.32K +$496 +9 +64%
PPC
410
Park Place Capital
Alabama
$1.26K – – –
DPW
411
DiNuzzo Private Wealth
Pennsylvania
$1.19K +$110 +2 +10%
SIC
412
Salem Investment Counselors
North Carolina
$1.09K +$1.05K +19 New
CCM
413
Cloud Capital Management
Washington
$1K +$1.32K +24 New
SL
414
Salomon & Ludwin
Virginia
$998 +$992 +18 New
BI
415
Binnacle Investments
Iowa
$690 – – –
SIC
416
SJS Investment Consulting
Ohio
$690 – – –
ADL
417
Asset Dedication LLC
California
$575 – – –
HIA
418
HFM Investment Advisors
New Jersey
$518 -$55 -1 -10%
RWM
419
Rialto Wealth Management
New York
$518 +$165 +3 +50%
BWL
420
Bogart Wealth LLC
Virginia
$518 +$496 +9 New
AF
421
Advisornet Financial
Minnesota
$460 – – –
SIS
422
Sound Income Strategies
Florida
$450 – – –
BHWM
423
Bay Harbor Wealth Management
Maryland
$402 +$55 +1 +17%
MCM
424
MV Capital Management
Maryland
$230 – – –
TPBG
425
Turning Point Benefit Group
Maryland
$114 +$110 +2 New
15 16
17
18 19