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Pegasystems

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
201
Lenox Wealth Advisors
New York
$25K +$21.7K +500 New
HNB
202
Huntington National Bank
Ohio
$24K
PA
203
Procyon Advisors
Connecticut
$24K
AW
204
Alpha Windward
Massachusetts
$22K +$19.2K +442 New
KFS
205
Kelly Financial Services
Massachusetts
$20.2K
ME
206
McIlrath & Eck
Washington
$18K
VAIA
207
Virtus Alternative Investment Advisers
Connecticut
$16K -$12.8K -296 -49%
FHA
208
Flagship Harbor Advisors
Massachusetts
$16K -$87 -2 -0.6%
RE
209
RBC Europe
United Kingdom
$15.7K
HFA
210
HC Financial Advisors
California
$15K
CIA
211
CSat Investment Advisory
Michigan
$10K -$11.3K -260 -56%
AWA
212
Arkadios Wealth Advisors
Georgia
$9.93K
CCA
213
Column Capital Advisors
Indiana
$8K
APA
214
American Portfolios Advisors
New York
$7.49K
LC
215
Lindbrook Capital
California
$7K +$5.89K +136 New
SFS
216
Sowell Financial Services
Arkansas
$6K +$1.65K +38 +48%
EI
217
Ellevest Inc
New York
$6K +$4.07K +94 +588%
HPC
218
HM Payson & Co
Maine
$5K -$2.6K -60 -38%
PFPT
219
Pinnacle Financial Partners (Tennessee)
Tennessee
$5K
IFAM
220
Institutional & Family Asset Management
Colorado
$4K +$173 +4 +5%
CFGS
221
Concourse Financial Group Securities
Alabama
$4K +$3.55K +82 New
BCA
222
Berman Capital Advisors
Georgia
$4K +$4.16K +96 New
CAW
223
Cornerstone Advisors (Washington)
Washington
$3K -$347 -8 -11%
VFA
224
Valeo Financial Advisors
Indiana
$3K
GWS
225
Glassman Wealth Services
Virginia
$2K +$1.13K +26 +186%