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Pegasystems
PEGA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
426
HHM Wealth Advisors
Tennessee
$4.26K – – –
HPC
427
HM Payson & Co
Maine
$4.26K – – –
MA
428
MCF Advisors
Kentucky
$3.66K -$1.58K -34 -28%
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$3.32K – – –
PWMG
430
Private Wealth Management Group
New Jersey
$3.06K – – –
SIC
431
SJS Investment Consulting
Ohio
$3.02K +$2.74K +59 +492%
IPS
432
Investors Portfolio Services
Washington
$2.75K +$743 +16 +33%
CFD
433
Creative Financial Designs
Indiana
$2.55K +$836 +18 +43%
SS
434
Sunbelt Securities
Texas
$2.47K – – –
II
435
IFM Investors
Australia
$2.26K +$2.46K +53 New
SWM
436
SHP Wealth Management
Massachusetts
$2.21K +$2.42K +52 New
EWP
437
Elevation Wealth Partners
California
$2.09K +$2.27K +49 New
BWL
438
Bogart Wealth LLC
Virginia
$1.92K +$1.67K +36 +400%
CT
439
Clearstead Trust
Maine
$1.79K +$1.95K +42 New
PWA
440
Physician Wealth Advisors
Utah
$1.75K +$139 +3 +8%
MWA
441
Medallion Wealth Advisors
Connecticut
$1.71K – – –
BOJHT
442
Bank of Jackson Hole Trust
Wyoming
$1.49K -$3.2K -69 -66%
MAM
443
Marquette Asset Management
Minnesota
$1.45K +$1.58K +34 New
WIM
444
Westside Investment Management
California
$1.45K – – –
TPWA
445
Twin Peaks Wealth Advisors
California
$1.45K +$1.58K +34 New
KFAS
446
Keating Financial Advisory Services
Kansas
$1.36K -$93 -2 -6%
CA
447
Clearstead Advisors
Ohio
$1.28K -$14.6K -314 -91%
FFO
448
Fortitude Family Office
Arizona
$1.28K +$371 +8 +36%
VWA
449
Valued Wealth Advisors
Utah
$1.24K +$1.35K +29 New
CFM
450
Cornerstone Financial Management
Massachusetts
$1.11K +$743 +16 +160%
16 17
18
19 20