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Pegasystems

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
451
DiNuzzo Private Wealth
Pennsylvania
$1.31K
PPC
452
Park Place Capital
Alabama
$1.31K
TPCW
453
TD Private Client Wealth
New York
$1.19K +$1.17K +20 New
MCM
454
Manchester Capital Management
Vermont
$1.07K +$1.05K +18 New
SL
455
Salomon & Ludwin
Virginia
$1.06K
PWPS
456
Pinnacle Wealth Planning Services
Ohio
$956 +$937 +16 New
SIC
457
SJS Investment Consulting
Ohio
$717
RWM
458
Rialto Wealth Management
New York
$657 +$117 +2 +22%
ADL
459
Asset Dedication LLC
California
$598
CFM
460
Cornerstone Financial Management
Massachusetts
$597 +$586 +10 New
TSMHT
461
Thurston Springer Miller Herd & Titak
Indiana
$597 +$586 +10 New
HIA
462
HFM Investment Advisors
New Jersey
$538
BWL
463
Bogart Wealth LLC
Virginia
$537
BHWM
464
Bay Harbor Wealth Management
Maryland
$537 +$117 +2 +29%
NSIM
465
North Star Investment Management
Illinois
$537 +$527 +9 New
UFF
466
USA Financial Formulas
Michigan
$537 +$527 +9 New
AF
467
Advisornet Financial
Minnesota
$478
UFPG
468
United Financial Planning Group
New York
$358 +$351 +6 New
MCM
469
MV Capital Management
Maryland
$239
TPBG
470
Turning Point Benefit Group
Maryland
$119
DF
471
Dunhill Financial
United Kingdom
$112 +$117 +2 New
Toronto Dominion Bank
472
Toronto Dominion Bank
Ontario, Canada
$63 +$59 +1 New
PWA
473
Principia Wealth Advisory
Texas
$60 +$59 +1 New
II
474
Inspire Investing
Idaho
$12
Allianz Asset Management
475
Allianz Asset Management
Germany
-$7.76M -134,871 Closed