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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
526
NBC Securities
Alabama
$696K -$12.4K -100 -2%
TAM
527
Tocqueville Asset Management
New York
$695K +$6.46K +52 +1%
BBHC
528
Brown Brothers Harriman & Co
New York
$691K +$104K +841 +19%
BIAS
529
Beacon Investment Advisory Services
New Jersey
$691K – – –
SCA
530
Snowden Capital Advisors
New York
$685K +$50.2K +404 +8%
KRSITF
531
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$684K -$46.2K -372 -7%
HIP
532
HUB Investment Partners
Texas
$678K +$137K +1,104 +27%
JIC
533
Johnson Investment Counsel
Ohio
$676K – – –
KNW
534
Kesler Norman & Wride
Utah
$674K -$223K -1,798 -23%
AFG
535
Atomi Financial Group
New York
$674K +$116K +935 +22%
VCM
536
Versant Capital Management
Arizona
$671K +$70.4K +567 +13%
KWA
537
Kingswood Wealth Advisors
California
$669K +$629K +5,065 New
IB
538
Intrust Bank
Kansas
$665K +$73.5K +592 +13%
I
539
InceptionR
California
$663K +$94.1K +758 +18%
CI
540
Corient IA
Florida
$661K – – –
KWM
541
Kingsview Wealth Management
Oregon
$657K -$10.5M -84,380 -94%
QCG
542
Quadrant Capital Group
Ohio
$652K +$497 +4 +0.1%
EH
543
Equitable Holdings
New York
$650K +$223K +1,795 +57%
AWM
544
Apollon Wealth Management
South Carolina
$647K +$107K +858 +21%
GFP
545
Gryphon Financial Partners
Ohio
$646K +$98.2K +791 +19%
SAMC
546
Spectrum Asset Management (California)
California
$642K – – –
UCB
547
United Community Bank
South Carolina
$640K +$113K +906 +23%
CCP
548
Clarkston Capital Partners
Michigan
$638K – – –
FFM
549
Forum Financial Management
Illinois
$637K +$73.3K +590 +14%
LNWWM
550
Laird Norton Wetherby Wealth Management
California
$635K +$36.3K +292 +6%
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