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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
551
CreativeOne Wealth
Kansas
$437K +$86.3K +1,016 +32%
PWPS
552
Pinnacle Wealth Planning Services
Ohio
$436K -$43.3K -510 -11%
BRWA
553
B. Riley Wealth Advisors
Florida
$431K -$26.2K -308 -7%
PA
554
Parallel Advisors
California
$429K -$5.44K -64 -2%
UCB
555
United Community Bank
South Carolina
$429K -$10.3K -121 -3%
TA
556
Tactive Advisors
Florida
$428K +$352K +4,143 New
FCI
557
Financial Counselors Inc
Kansas
$425K -$93K -1,094 -21%
PCMC
558
Paragon Capital Management (Colorado)
Colorado
$425K -$56.1K -660 -14%
CM
559
Capula Management
Cayman Islands
$421K +$347K +4,080 New
CP
560
CenterBook Partners
Connecticut
$416K -$418K -4,914 -55%
YMRC
561
Yorktown Management & Research Company
Virginia
$413K – – –
CRI
562
Colonial River Investments
Virginia
$412K +$339K +3,989 New
MAP
563
Moody Aldrich Partners
Massachusetts
$408K +$336K +3,956 New
RCM
564
Raleigh Capital Management
North Carolina
$406K -$170 -2 -0.1%
GEA
565
Glen Eagle Advisors
New Jersey
$404K -$1.19K -14 -0.4%
AA
566
ALPS Advisors
Colorado
$403K -$18.9K -223 -5%
NHC
567
Nicholas Hoffman & Company
Georgia
$399K – – –
SSWM
568
Smith Salley Wealth Management
North Carolina
$398K -$45.4K -534 -12%
AFG
569
Atomi Financial Group
New York
$396K +$326K +3,841 New
EDRIA
570
Edmonds Duncan Registered Investment Advisors
Kansas
$395K -$170 -2 -0.1%
SAM
571
Shell Asset Management
Netherlands
$391K +$322K +3,792 New
PCM
572
Prelude Capital Management
New York
$389K -$469K -5,522 -59%
TA
573
Tectonic Advisors
Texas
$387K +$3.57K +42 +1%
CBTWT
574
Community Bank & Trust (Waco, Texas)
Texas
$386K +$318K +3,741 New
PG
575
Patten Group
Tennessee
$385K -$28K -330 -8%
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