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Pegasystems

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
526
HHM Wealth Advisors
Tennessee
– -$4.26K -100 Closed
MA
527
MCF Advisors
Kentucky
– -$3.66K -86 Closed
CFD
528
Creative Financial Designs
Indiana
– -$2.55K -60 Closed
II
529
IFM Investors
Australia
– -$2.26K -53 Closed
EWP
530
Elevation Wealth Partners
California
– -$2.09K -49 Closed
CT
531
Clearstead Trust
Maine
– -$1.79K -42 Closed
BOJHT
532
Bank of Jackson Hole Trust
Wyoming
– -$1.49K -35 Closed
TPWA
533
Twin Peaks Wealth Advisors
California
– -$1.45K -34 Closed
WIM
534
Westside Investment Management
California
– -$1.45K -34 Closed
GSEP
535
Golden State Equity Partners
California
– -$851 -20 Closed
KFG
536
Kingdom Financial Group
Arizona
– -$766 -18 Closed
LAS
537
Lloyd Advisory Services
Georgia
– -$766 -18 Closed
SL
538
Salomon & Ludwin
Virginia
– -$767 -18 Closed
PWA
539
Principia Wealth Advisory
Texas
– -$638 -15 Closed
VWM
540
Vermillion Wealth Management
Minnesota
– -$511 -12 Closed
KG
541
Kilter Group
New York
– -$469 -11 Closed
UFF
542
USA Financial Formulas
Michigan
– -$383 -9 Closed
AF
543
Advisornet Financial
Minnesota
– -$340 -8 Closed
OA
544
Operose Advisors
Wisconsin
– -$340 -8 Closed
RWM
545
Raffa Wealth Management
District of Columbia
– -$128 -3 Closed
QWM
546
Quaker Wealth Management
New Jersey
– -$86 -2 Closed
CW
547
Curio Wealth
Maryland
– -$43 -1 Closed
DF
548
Dunhill Financial
United Kingdom
– -$79 -1 Closed
NWM
549
Navigoe Wealth Management
California
– +$36 +1 New