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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
451
First Mercantile Trust
Tennessee
$42K +$7.96K +206 +12%
AIS
452
Accurate Investment Solutions
Pennsylvania
$40K +$68.4K +1,771 New
KPW
453
Kore Private Wealth
New York
$39K – – –
FHA
454
Flagship Harbor Advisors
Massachusetts
$39K +$6.33K +164 +10%
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$38K – – –
FCA
456
FinTrust Capital Advisors
South Carolina
$37K +$33.3K +862 +110%
NIM
457
NuWave Investment Management
New Jersey
$35K -$321K -8,301 -84%
GFPC
458
Global Financial Private Capital
Florida
$35K -$2.74K -71 -4%
CIA
459
CSat Investment Advisory
Michigan
$35K +$2.63K +68 +5%
LWM
460
Lenox Wealth Management
Ohio
$35K +$60.6K +1,569 New
GI
461
Gradient Investments
Minnesota
$34K -$39 -1 -0.1%
IA
462
IFP Advisors
Florida
$32K -$80K -2,070 -62%
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$32K +$8.3K +215 +18%
ZB
464
Zions Bancorporation
Utah
$31K +$42.8K +1,108 +386%
ACM
465
AUA Capital Management
Pennsylvania
$28K – – –
TPCW
466
TD Private Client Wealth
New York
$25.2K +$2.82K +73 +7%
CFB
467
Cullen/Frost Bankers
Texas
$25K -$22.4K -580 -34%
MA
468
MUFG Americas
New York
$23K -$2.09K -54 -5%
BWA
469
Burt Wealth Advisors
Maryland
$22K – – –
VCP
470
Verus Capital Partners
Arizona
$20K – – –
SL
471
Salomon & Ludwin
Virginia
$18K – – –
OPS
472
Orion Portfolio Solutions
Nebraska
$17K +$19.5K +505 +184%
PCFFS
473
Pacific Center for Financial Services
California
$16K – – –
FHA
474
First Horizon Advisors
Tennessee
$15K -$2.12K -55 -7%
WLPWM
475
Walled Lake Planning & Wealth Management
Illinois
$14K +$77 +2 +0.3%
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