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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
501
Greenleaf Trust
Michigan
$422K +$7.86K +116 +2%
BWP
502
Balboa Wealth Partners
Arizona
$420K +$366K +5,403 New
MA
503
Mutual Advisors
Nebraska
$420K +$366K +5,401 New
IPW
504
Impact Partnership Wealth
Georgia
$419K +$365K +5,391 New
S
505
SignatureFD
Georgia
$417K -$1.36K -20 -0.4%
MNBTD
506
Moody National Bank Trust Division
Texas
$415K – – –
LAM
507
L2 Asset Management
Massachusetts
$413K +$360K +5,316 New
CAMV
508
Concord Asset Management (Virginia)
Virginia
$410K +$58.7K +866 +20%
CCIA
509
Campbell & Co Investment Adviser
Maryland
$402K -$887K -13,087 -72%
FCI
510
Financial Counselors Inc
Kansas
$397K – – –
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$393K +$1.56K +23 +0.5%
DU
512
Delphia (USA)
Ontario, Canada
$390K -$225K -3,315 -40%
CC
513
Centiva Capital
New York
$389K -$3.87M -57,045 -92%
CW
514
Connectus Wealth
Ohio
$388K – – –
SC
515
Shay Capital
New York
$388K +$339K +5,000 New
PCMC
516
Paragon Capital Management (Colorado)
Colorado
$385K -$95.4K -1,408 -22%
DEA
517
DoubleLine ETF Adviser
Florida
$377K +$63.8K +942 +24%
CCP
518
Clarkston Capital Partners
Michigan
$375K – – –
PWPS
519
Pinnacle Wealth Planning Services
Ohio
$374K +$2.51K +37 +0.8%
BAM
520
Belpointe Asset Management
Nevada
$374K -$510K -7,532 -61%
HFM
521
Harvest Fund Management
China
$369K +$206K +3,041 +177%
SPIA
522
Steward Partners Investment Advisory
New York
$369K -$3.46K -51 -1%
PAG
523
Private Advisor Group
New Jersey
$367K +$297K +4,388 New
EWA
524
Evolution Wealth Advisors
Florida
$366K – – –
GIA
525
Gladstone Institutional Advisory
Florida
$366K +$319K +4,707 New
19 20
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