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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
526
Virtus Investment Advisers
Connecticut
$696K -$147K -1,291 -17%
GSB
527
Greenfield Savings Bank
Massachusetts
$695K +$93.3K +822 +15%
CF
528
Cyr Financial
Illinois
$690K +$712K +6,269 New
GA
529
Gateway Advisory
New Jersey
$683K +$36.1K +318 +5%
S
530
SignatureFD
Georgia
$681K +$13.5K +119 +2%
PWMAG
531
Pinnacle Wealth Management Advisory Group
New Jersey
$662K +$294K +2,587 +75%
KWM
532
Keebeck Wealth Management
Illinois
$656K +$341 +3 +0.1%
DEA
533
DoubleLine ETF Adviser
Florida
$644K +$664K +5,847 New
BBA
534
Baader Bank Aktiengesellschaft
Germany
$629K +$649K +5,715 New
BIAS
535
Beacon Investment Advisory Services
New Jersey
$620K – – –
LWM
536
Liberty Wealth Management
California
$609K +$3.29K +29 +0.5%
IAA
537
Independent Advisor Alliance
North Carolina
$608K +$141K +1,239 +29%
MC
538
Moors & Cabot
Massachusetts
$607K +$568 +5 +0.1%
BMSSC
539
B. Metzler seel. Sohn & Co
Germany
$604K +$23.4K +206 +4%
FIC
540
FCG Investment Company
Tennessee
$603K +$38.2K +336 +7%
BW
541
Bison Wealth
Georgia
$603K – – –
BAM
542
Belpointe Asset Management
Nevada
$600K +$265K +2,331 +75%
PP
543
Patron Partners
Texas
$595K – – –
SC
544
Syon Capital
California
$591K +$4.77K +42 +0.8%
TSWM
545
Tyler-Stone Wealth Management
Ohio
$589K -$91.6K -807 -13%
EFI
546
EHP Funds Inc
Canada
$584K -$68.1K -600 -10%
AM
547
AGF Management
Ontario, Canada
$574K +$592K +5,217 New
TAM
548
Tocqueville Asset Management
New York
$568K +$7.72K +68 +1%
VSQM
549
V-Square Quantitative Management
Illinois
$567K -$57.3K -505 -9%
BTI
550
Blue Trust Inc
Georgia
$565K +$170K +1,495 +47%
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