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Pegasystems
PEGA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
401
Parkside Financial Bank & Trust
Missouri
$23.1K +$2.93K +50 +15%
ST
402
Smithfield Trust
Pennsylvania
$22K -$176 -3 -0.8%
CA
403
Clearstead Advisors
Ohio
$20.5K -$61.3K -1,047 -75%
GWM
404
Greenline Wealth Management
Florida
$18.9K +$18.6K +317 New
WETS
405
Wealth Enhancement Trust Services
South Dakota
$18K +$17.7K +302 New
SA
406
Strategic Advocates
Utah
$18K +$17.2K +293 New
CAM
407
Chesapeake Asset Management
New York
$15.9K +$15.6K +266 New
SEP
408
Signature Equity Partners
Ohio
$13.8K +$13.5K +231 New
CFB
409
Cullen/Frost Bankers
Texas
$12.6K +$6.56K +112 +113%
LFG
410
Larson Financial Group
Missouri
$11K +$10.8K +184 New
BIA
411
Bell Investment Advisors
California
$10K – – –
SWM
412
Spire Wealth Management
Virginia
$9.86K -$23.1K -394 -70%
LI
413
LRI Investments
Florida
$9.34K – – –
HI
414
Harbour Investments
Wisconsin
$8.6K +$1.87K +32 +29%
CAL
415
Capital Advisors Ltd
Ohio
$8K – – –
RS
416
Rakuten Securities
Japan
$7.88K -$1.82K -31 -19%
KFP
417
Kerr Financial Planning
California
$7.71K +$11.7K +200 New
MA
418
MCF Advisors
Kentucky
$7.17K +$7.03K +120 New
CT
419
Colonial Trust
South Carolina
$6.45K – – –
MTIC
420
Missouri Trust & Investment Company
Missouri
$6.21K – – –
AWA
421
Acumen Wealth Advisors
Tennessee
$6.21K +$6.09K +104 New
BOJHT
422
Bank of Jackson Hole Trust
Wyoming
$6.21K +$6.09K +104 New
HWA
423
HHM Wealth Advisors
Tennessee
$5.97K – – –
HPC
424
HM Payson & Co
Maine
$5.97K – – –
BWA
425
Basecamp Wealth Advisors
Washington
$4.96K +$4.86K +83 New
15 16
17
18 19