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Pegasystems
PEGA

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
151
Archford Capital Strategies
Illinois
$26K – – –
WA
152
WealthTrust-Arizona
Arizona
$25K -$181 -6 -0.7%
TG
153
TLP Group
Illinois
$25K +$24.1K +796 New
FIB
154
First Interstate Bank
Montana
$22K – – –
FHA
155
First Horizon Advisors
Tennessee
$20K – – –
CHP
156
Cable Hill Partners
Oregon
$10K -$786 -26 -7%
FHA
157
Flagship Harbor Advisors
Massachusetts
$10K – – –
HR
158
Howe & Rusling
New York
$10K – – –
RE
159
RBC Europe
United Kingdom
$9.7K – – –
SWP
160
Stratos Wealth Partners
Ohio
$9K +$8.53K +282 New
TPWA
161
TRUE Private Wealth Advisors
Oregon
$6.26K +$6.05K +200 New
PFBT
162
Parkside Financial Bank & Trust
Missouri
$6K – – –
APP
163
Avantax Planning Partners
Iowa
$6K +$5.69K +188 New
VFA
164
Valeo Financial Advisors
Indiana
$5K – – –
SF
165
Synovus Financial
Georgia
$5K +$5.2K +172 New
RCAG
166
Rehmann Capital Advisory Group
Michigan
$4.07K -$1.39K -46 -26%
MIM
167
MetLife Investment Management
New Jersey
$3.19K +$3.08K +102 New
IFAM
168
Institutional & Family Asset Management
Colorado
$2K – – –
PHK
169
Point72 Hong Kong
Hong Kong
$2K +$726 +24 +52%
WC
170
Whitney & Co
New York
$2K +$1.81K +60 New
HI
171
Hudock Inc
Pennsylvania
$1K – – –
WT
172
Whittier Trust
California
$1K – – –
JIM
173
Jupiter Investment Management
United Kingdom
– -$8.08M -295,044 Closed
CCM
174
Channing Capital Management
Illinois
– -$5.89M -214,956 Closed
AAM
175
AO Asset Management
New York
– -$5.68M -207,400 Closed
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