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Pegasystems
PEGA

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
451
Park Place Capital
Alabama
$936 – – –
ZBNA
452
Zions Bancorporation, National Association
Utah
$936 +$1.02K +22 New
PWPS
453
Pinnacle Wealth Planning Services
Ohio
$894 +$232 +5 +31%
BHWM
454
Bay Harbor Wealth Management
Maryland
$893 +$557 +12 +133%
GSEP
455
Golden State Equity Partners
California
$851 +$929 +20 New
JWA
456
JFS Wealth Advisors
Pennsylvania
$809 -$2.6K -56 -75%
MCM
457
Manchester Capital Management
Vermont
$767 – – –
SL
458
Salomon & Ludwin
Virginia
$767 – – –
KFG
459
Kingdom Financial Group
Arizona
$766 +$836 +18 New
LAS
460
Lloyd Advisory Services
Georgia
$766 +$836 +18 New
DPW
461
DiNuzzo Private Wealth
Pennsylvania
$681 -$279 -6 -27%
PWA
462
Principia Wealth Advisory
Texas
$638 +$650 +14 +1,400%
SC
463
SouthState Corp
Florida
$554 +$604 +13 New
BGAI
464
Bruce G. Allen Investments
Colorado
$553 +$604 +13 New
BFS
465
Bare Financial Services
Pennsylvania
$511 +$557 +12 New
VWM
466
Vermillion Wealth Management
Minnesota
$511 +$557 +12 New
KG
467
Kilter Group
New York
$469 +$511 +11 New
ADL
468
Asset Dedication LLC
California
$426 – – –
ACA
469
American Capital Advisory
Idaho
$426 +$464 +10 New
CH
470
Cromwell Holdings
Wyoming
$426 +$464 +10 New
TSMHT
471
Thurston Springer Miller Herd & Titak
Indiana
$424 – – –
UFF
472
USA Financial Formulas
Michigan
$383 – – –
RWM
473
Rialto Wealth Management
New York
$341 -$139 -3 -27%
AF
474
Advisornet Financial
Minnesota
$340 – – –
NB
475
NBT Bank
New York
$340 +$371 +8 New
17 18
19
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