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Pegasystems
PEGA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
526
Creative Financial Designs
Indiana
– -$2.55K -60 Closed
II
527
IFM Investors
Australia
– -$2.26K -53 Closed
EWP
528
Elevation Wealth Partners
California
– -$2.09K -49 Closed
CT
529
Clearstead Trust
Maine
– -$1.79K -42 Closed
BOJHT
530
Bank of Jackson Hole Trust
Wyoming
– -$1.49K -35 Closed
TPWA
531
Twin Peaks Wealth Advisors
California
– -$1.45K -34 Closed
WIM
532
Westside Investment Management
California
– -$1.45K -34 Closed
GSEP
533
Golden State Equity Partners
California
– -$851 -20 Closed
KFG
534
Kingdom Financial Group
Arizona
– -$766 -18 Closed
LAS
535
Lloyd Advisory Services
Georgia
– -$766 -18 Closed
SL
536
Salomon & Ludwin
Virginia
– -$767 -18 Closed
PWA
537
Principia Wealth Advisory
Texas
– -$638 -15 Closed
VWM
538
Vermillion Wealth Management
Minnesota
– -$511 -12 Closed
KG
539
Kilter Group
New York
– -$469 -11 Closed
UFF
540
USA Financial Formulas
Michigan
– -$383 -9 Closed
AF
541
Advisornet Financial
Minnesota
– -$340 -8 Closed
OA
542
Operose Advisors
Wisconsin
– -$340 -8 Closed
RWM
543
Raffa Wealth Management
District of Columbia
– -$128 -3 Closed
QWM
544
Quaker Wealth Management
New Jersey
– -$86 -2 Closed
CW
545
Curio Wealth
Maryland
– -$43 -1 Closed
DF
546
Dunhill Financial
United Kingdom
– -$79 -1 Closed
NWM
547
Navigoe Wealth Management
California
– +$36 +1 New
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22