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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
551
Horizon Investments
North Carolina
$288K -$59.8K -883 -19%
AG
552
Ascent Group
Virginia
$286K +$226K +3,329 New
WS
553
Wedbush Securities
California
$286K -$4.81K -71 -2%
PTC
554
Petrus Trust Company
Texas
$285K +$249K +3,668 New
GSB
555
Greenfield Savings Bank
Massachusetts
$284K +$248K +3,657 New
CCM
556
Coldstream Capital Management
Washington
$281K +$4K +59 +2%
CBTWT
557
Community Bank & Trust (Waco, Texas)
Texas
$281K – – –
MOS
558
MGO One Seven
Ohio
$276K -$39K -575 -14%
RBFC
559
Roman Butler Fullerton & Co
Missouri
$275K +$227K +3,353 New
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$270K -$67.8K -1,000 -22%
FHA
561
First Horizon Advisors
Tennessee
$270K – – –
BCM
562
Brown Capital Management
Maryland
$264K +$230K +3,399 New
SA
563
Syntax Advisors
New York
$264K -$92.7K -1,368 -29%
VCG
564
Vantage Consulting Group
Virginia
$264K -$92.7K -1,368 -29%
MAS
565
Meeder Advisory Services
Ohio
$263K -$16.5K -244 -7%
BRWA
566
B. Riley Wealth Advisors
Florida
$263K -$4.07K -60 -2%
KPWS
567
Kestra Private Wealth Services
Texas
$257K +$224K +3,311 New
BBHC
568
Brown Brothers Harriman & Co
New York
$253K -$1.63K -24 -0.7%
EHWM
569
Eads & Heald Wealth Management
Georgia
$253K +$221K +3,259 New
BAM
570
Blueshift Asset Management
New Jersey
$252K +$220K +3,243 New
I
571
InceptionR
California
$251K +$219K +3,228 New
OIA
572
Optimum Investment Advisors
Illinois
$249K – – –
CW
573
CreativeOne Wealth
Kansas
$248K +$216K +3,194 New
WI
574
Wahed Invest
New York
$248K +$29.5K +435 +16%
TA
575
TFB Advisors
Kansas
$247K +$216K +3,186 New
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